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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (93127)	2/14/2000 11:48:00 PM
From: semiconeng	Read Replies (5) of 1571423

The price war is coming, don't doubt it for a minute - just give careful thought as to which of these two companies is best positioned to prosper in such an environment. Dan Your right Dan, I agree, let's take a look at it: The last report I saw was that intel had 10 Billion dollars in cash reserves. Probably true, since they seem to be throwing money around the Telecommunications Industry Left And Right. And their Capital Investment Division actually made money from their investments in Q4. AMD? In the past year, intel has acquired no less than 12 companies involved in the Networking/Internet/e-commerce area. An area that most Analyst's recognize as a mushrooming area of High Technology. While most of those companies, are not making money..... Now.... AMD? Intel's ASP at the end of Q4/99 was estimated by several sources to be somewhere in the neighborhood of $230-250, AMD's was $80. Jerry Sanders himself says he needs $100-130. With Strong PIII selling prices so far in Q1, I think intel will be able to maintain enough ASP to survive until Itanium and Willamette hit the market. On the other hand, with Athlon prices falling through the floor..... AMD? Intel will introduce it's First Generation 64-Bit Processor in 2H this year, and has wide software industry support already. AMD's Pseudo x86-64 is not due to release until 2001, and so far has no announced software support. I must admit that you're "right". The future certainly look bleak for intel, and rosy for AMD......... Not. SemiConEng

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