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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (91075)2/2/2000 12:13:00 PM
From: Charles R  Read Replies (2) of 1574029
 
Kash,

<My argument is that they can sell a MB (cost $40) plus cumine CPU (cost $40) for the $130-150 range in a price war.

And if they do get Willy to work then the classic squeeze starts again.

Willy and servers will give Intel all the overhead margin they need.

And Intel will collapse low end to cumines.>

A few things:

- If Intel positions CuMine at the low-end and Wilamette at the high-end then AMD should have offerings either at the mid-range or high-end. Do you agree?

- If Wilamette does turn out to be really kick-butt compared to whatever AMD can offer in the corresponding time-frame, how long do you think it will take Intel to ramp it up before Intel can pull off the "vice grip"? (note that Wilamette ramp may be tied to 0.13 and it is taking Intel about a year to ramp CuMine on 0.18)

- Who will be the first company to fully convert CPUs to 0.13 - AMD or Intel (not just the beginning but a full conversion)

Chuck
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