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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (109569)5/6/2000 1:36:00 PM
From: minnow68  Read Replies (1) of 1575781
 
Kash,

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

I'm not sure Intel could sell that many. Even if they could, 10 million a quarter would do incredible damage to Intel's higher margin processor business. At $80 for the processor and MB, that doesn't come close to paying its share of Intel's fixed overhead costs.

If Intel did this anyway, AMD could withdraw from the low end of the market. I would not shed any tears if AMD sold "only" 4 million Athlons in Q4'00 at an ASP of $250. Any extra capacity could be used for flash.

Mike
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