Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (90554)	1/30/2000 11:44:00 PM
From: Yougang Xiao	Read Replies (2) of 1578294

Petz: <<Some AMDers on this thread are afraid of VIA but I am of the opposite opinion. I think a strong competitor at the low end will keep Intel from cutting prices at the high end where AMD is making its profits (even more so in the future).>> Please allow me to disagree: The biggest problem for Via's entry is that price war or the perception of price war HAVE to continue. Frankly, the uncertainty of relationship with Intel is the single most important negative factor that holds AMD stock where it is. Wallstreet, you, PB and I all need for our respective interests to see the war turns into peace. With Via, that hope is remoter than ever. Tom Dunlop does Intel and AMD no good by not going after Via/NSM CPU fab deal! <<Eventually, I'd like to see a deal between AMD and VIA where they could manufacture a PGA370 version of the K6-2+. VIA, in turn would devote more of its resources to Athlon chipsets. This would make sense when the low-cost Athlon (Spitfire) is ready and allow AMD to exit the low end business entirely.>> No, AMD cannot and should not exit low end. There is not enough volume to support AMD at the high end.

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