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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (82210)	12/7/1999 1:19:00 PM
From: Charles R	Read Replies (1) of 1577020

Goutama, <Intel will regain the price card and can really hurt AMD at the high end if AMD abandons K6-X until there is another viable solution. They can easily collapse the prices at the highend while increasing prices modestly at the low end. IMHO, it's very dangerous to leave Cerlerons without any competition because of very high volume at the low end which is 3 times if not 4 times to that at the high end.> In my view, this seems to be the line of thought that seems to be driving AMD managment. And, I completely disagree with that for several reasons: - AMD should do whatever is important for its long-term success. That to me means breaking into business segment. IMHO, this should be AMD's focus and I don't think K6 will get them there. - One could argue that allowing Intel to raise pricing at the low-end is going to keep Intel somewhat happy and could make it easier for AMD to penetrate business side. - Intel CANNOT kill highend pricing without some very severe consequences - Intel will have VIA to fight at lowend - And, finally, Intel is in no position to hurt AMD for another year - if that. Chuck

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