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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (109546)5/6/2000 1:13:00 PM
From: kash johal  Read Replies (2) of 1575839
 
Charles,

re:"Yeah, this is a major hole with AMD going forward. Either AMD takes a walk from that segment until there is a competitive offering and focusses on the mid-range or chases that segment with a couple of low-end Spitfires in the $40-$50 range bundled with a integrated graphics chipset from VIA.

From the stockholder view point, I hope AMD chooses the first path."

My point is that AMD cannot compete with Timna.
Clearly VIA will be uncompetitive at least this year.

The open question is how big is this market.

If Intel pushes out 10M timna/MB units/qtr this causes AMD major grief IMHO.

Frankly the arguments here about everybody paying several hundred dollars more for a higher performance Duron which will have better graphics, expandability etc have some merit.

But lots of first timers and far east buyers focus on PRICE and BRAND name and MHZ.

600-700 Mhz Timna coupled with a $500 system price coupled with INTEL brand CPU coupled within a BRAND name PC (compaq,hp,IBM etc) will be a great seller IMHO.

And this may well make it VERY difficult for AMD to sell 7M+ AThlons in Q4 at reasonable margins.

And your point about a $50 spitfire plus integrated chipsets (say $25) plus MB (say $30) equals $105. The $35 cost difference to OEM will translate to $100 difference in retail.

regards,

Kash
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