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Politics : Formerly About Advanced Micro Devices
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To: Goutam who wrote (79794)11/13/1999 8:46:00 PM
From: Paul Engel  Read Replies (3) of 1579131
 
Goutama - Re: " Its just no longer a viable or achievable option for Intel no matter how big they are. Intel knows this and will give up on the stupid price war. Thus AMD will enjoy high enough if not higher ASPs to prosper. "

Sombeody recently posted - very proudly - how AMD's CPUs were priced BELOW Intel's - for equivalent clock speed.

By any definition , AMD is waging a price war with Intel.

They did it before - with the K6x's - and LOST big time !.

They are doing it again.

Unlike before, where AMD at least had a die size advantage over Intel (although much inferior yields), Intel has attained at LEAST die size parity with AMD - 106 sq. mm. with 32K/256K L1/L2 cache for Coppermine and 100 sq. mm with 64K/0 K L1/L2 cache for the AthWIPE. Both die sizes are for 0.18 micron processes.

Intel has an even greater manufacturing advantage over AMD than it enjoyed in the K6/Pentium II wars.

And besides - this time, Intel has ALREADY WON THE WAR for the low end - with Celerons dominating, and COppermine/Celerons due in early January, 2000.

AMD may hold and ACE, but Intel holds the other THREE.

Look for Intel to EXPAND its price competition with AMD - and don't whine when it happens.

And it WILL happen, Goutama.

Paul
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