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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (81682)	12/1/1999 5:15:00 PM
From: niceguy767	Read Replies (1) of 1573048

Hi Bill: No doubt Intel will put up a fight, but the outcome is no longer certain as the "war chest" source of funds is no longer unlimited as it was before Athlon entered the higher margin PII and PIII market segments. The ease with which AMD has gone from 500MHz to 750MHz with the Athlon in a mere 5 months while its competitors have sputtered and stalled in their attempts to keep pace may hint at significant implications wrt production cost. AMD's march forward in the MHz competition appears seamless with the Athlon unlike its major competitor. There just have to be major cost implications in this regard, one of which just might be that it is less costly to produce the Athlon than the "some-time-in-the-future" competitor chip. If this is the case, how successful is a price war likely to be? Can't wait'til the "Athlxeon" comes to market as I'm intrigued by the previously mentioned posting by the one time visitor Van Vo who cites the ease and smoothness in multitasking in comparisons between the Athlon and its would be competitors. It is this "ease and smoothness" in multitasking (that benchmarks don't measure) that will ultimately result in a warm reception by the "Athlxeon" when it is brought to market, probably ahead of schedule, as has been the very pleasing pattern of late. The world loves a winner and will pay a premium for the best. If the Athlon, the winner in the "here and now" match,is any indicator of things to come, then expect the "Athlxeon" to exhibit championship qualities as well, and the pricing premium that accompanies championship qualitities. It's not at all apparent to me that AMD is an automatic loser in any price war now that the Athlon has shown its championship mettle,and,as such, doubt if the xeons will be reduced to $200 any time soon!

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