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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (109178)5/3/2000 4:19:00 AM
From: Petz  Read Replies (2) of 1579402
 
kash, <AMD had a significant oppty in 2 way servers which has been blown>

Even if AMD had 2-way chipset NOW, they wouldn't have a prayer of capturing more than 10% of market by end of year.

And if we sold 2M Athlon's in Q1, their ASP would have been $150 at best, with the potential of an all-out price war.

The rate of expansion in these markets is limited. The chipset/motherboard shortage was real, but I see Intel's actions pushing VIA more and more into AMD's camp.

Petz
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