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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (96305)3/2/2000 3:31:00 PM
From: Joey Smith  Read Replies (1) of 1573954
 
Ted, re:Do you think the consumer sweetspot will remain 500-700 if AMD can ship 700-900s in volume at the same price?

Hopefully, the "sweet spot" will move up in MhZ as both AMD and Intel introduce higher speed parts and make obsolete the lowest spped parts. But my arguement is that whatever the "sweet spot", AMD seems to always have to discount their chips to equivalent Intel chips. In today's case, the discount seems historically high. The only way AMD comes out a BIG winner (i.e. $100+ share price) is if:
1). "sweet spot" moves higher AND
2). AMD is able to produce these chips in volume AND
3). Intel is not able to produce these chips in volume

I might give you 1&2 but not 3. of course, AMD stock price might still do well ($40-$60) if the CPU environment remains robust and Intel is sold out. That's what i'm banking on.

Joey
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