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Politics : Formerly About Advanced Micro Devices
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To: Scot who wrote (86721)1/12/2000 2:31:00 PM
From: Greater Fool  Read Replies (1) of 1573910
 
All good points. I concede I don't have any hard data on the relative capacities of the two companies, or on PC volume shipments over time and recently.

I did recently bring up the point that I don't feel any burning need for a faster computer. I write this at my work computer, which is a 200 MHz K6, and I use for large spreadsheets and other office tasks. So I am puzzled by AMD's announcement of an Athlon that must have computing power easily ten times as high. The focus du jour is on bandwidth to the internet.

Commoditization takes time. That it ain't happened yet don't mean it won't. Intel and AMD won't willingly commoditize microprocessors, but they also won't have a choice. They must sell out their fabs; collusion to constrain capacity is illegal and, more important, exceedingly unlikely. There are plenty of factors working against commoditization (increasing demand, increasing die sizes, withdrawal of capacity), but then again, there is Via entering the market, and Fab 30 is a mighty big fab.
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