Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (90249)	1/28/2000 5:50:00 PM
From: niceguy767	Read Replies (1) of 1580429

Hi tenchusatsu: AMD's stated goal is to obtain market share of 30% over the next 2 years...With each new MHz release, AMD can afford the luxury of dropping Athlon prices...Seems fairly evident looking at Q4 earnings statement that this old "price drop" song which we did hear throughout Q4 from our Intellabees resulted in an ASP increase to $80 and earnings of $0.43...Seems Athlon production efficiencies leave lots of margin with which to drop prices and capture increased market share (I certainly can't make a claim for production efficiencies around the PWeeIII 733 and above) ...Exisiting Athlon price drops will not in any way impair the $80 ASP but they will effect increased market share! Don't be surprised by an increase of $15 in ASP and an increase in market share in Q1 by AMD! As far as your claim of a "some-time-in-the-future" competitor for the "spry Athy" goes, it's all pie-in-the-sky at the moment and it's the moment that you should be concerned about and focussed upon! Intel's recent track record in successfully bringing to market in any reasonable time frame and in any reasonable quantity doesn't really exact confidence in your pie-in-the-sky pronouncements... Intel's "bricks and mortar" are in very short supply in the top end of the microprocessor marketplace, despite assurances to the contrary beginning back in October almost 4 months ago! Heck the "spry Athy" is barely 4 months old! If I were an Intel shareholder, I'd be awfully uneasy about the negative trends that have occurred since the beginning of October rather than holding my breath in hopes of some future miracle to reverse this currently NEGATIVE trend! Intel currently has a significant production problem as evidenced by flat sequential growth...Nothing has occurred since the beginning of October to suggest that Intel is any closer to resolving the apparent "headroom constraint" that limits production of PWeeIII's at 733 MHz and above! I don't think Dell will hold their breath for a much awaited miracle for much longer! It's a jungle out there and as Mr. Sanders has stated, in this jungle "AMD has moved up the food chain". Although not explicit in his comment, it is obvious that Intel is no longer the sole occupant at the top of the food chain...In fact some here (i.e. me) could build a fairly strong case that Intel no longer inhabits the space at the top of the food chain...Y2000 will shed more light on the validity of such a postulation!

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