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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (72477)9/20/1999 1:12:00 PM
From: kash johal  Read Replies (3) of 1572369
 
Tejek,

Re:""What's next, a government anti-trust suit against Intel (INTC)?""

I doubt if Intel is doing anything insidious here.

Remember Dell and gateway sell mainly high end CPU's.

Which would mean they would want Athlon 600/650's.

If we assume that AMD yields on 650's are 10% that means only 30K pcs available.

This doesn't leave anywhere enough to meet the needs for several OEM SKU's.

And I suspect that when the 700 and 750's are announced these will only be available in tens of thousands for Q4.

As PB has been stating Intel will have large volumes of its high speed grade. If they ship 5M Coppermines in Q4 that enables 500K at the 733 speed grade if we assume 10% bin splits.

Obviously if bin splits are much higher - say 20% then they can have up to 1M units.

Faced with decent volumes of 667 and 733 Coppermines or last minute hail mary ramps from AMD the GTW descision is understandable if painfull.

I have a feeling we will see $17 as share again for AMD before we see $20 again next month.

regards,

Kash.
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