Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (108303)	4/28/2000 5:09:00 PM
From: that_crazy_doug	Read Replies (1) of 1575737

<< I don't think its a fallacy...AMD couldn't compete because of prices....>> I disagree, if the K6-2 was as good a product as the celeron, then there wouldn't have been a problem. Look at how they did before the celeron got on die cache. << Intel kept celeron prices down and kept cumine prices up so that celeron's poor margins were covered. >> They can't do that anymore. << AMD did not have high end chips at that time and was starving trying to compete at the celeron prices set by Intel. With Athlon, the playing field is more level but Intel still has the upper hand. >> Intel has 40x the market cap and 4x the market share. They need much higher ASPs than AMD does to justify stock price. We're clearly at an impass if you think Intel can sell at the same ASP as AMD and not have it's stock hurt more than AMD's is.

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