SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tenchusatsu who wrote (77450)10/27/1999 9:03:00 PM
From: tejek  Read Replies (1) of 1573849
 
Ten

RE <<<You don't get it. AMD tried selling processors in the $50 to $60 range once and built a business model around it. That led to hundreds of millions of dollars lost per quarter. Why is selling Athlons for $50 to $60 good news for AMD, whether it's today or 18 months from now? Come to think of it, why is selling any processor for $50 to $60 good news for AMD, whether it's today or 18 months from now?>>>

I don't think you understand what Yougang is saying (and Yougang correct me if I got this wrong) but say today AMD makes a commitment to sell 600 MHz chips to Msft....by the time the transaction is made
(2 quarters away), the market which is subject to the same Moore's Law will have devalued the 600 to $50-$60.

If I am correct in my understanding, Yougang is assuming that manu. costs for the 600 will have come down enough and that Msft finds a less than state of the art chip acceptable.

ted
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News