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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (109569)	5/7/2000 1:52:00 AM
From: Charles R	Read Replies (1) of 1576346

Kash, <My point is that AMD cannot compete with Timna.> And, my point is AMD shouldn't compete with Timna. <If Intel pushes out 10M timna/MB units/qtr this causes AMD major grief IMHO.> Even assuming the market can support that many Timnas in the near term, I doubt if such a ramp is even possible for Intel in 2000. 2001 is not something that bothers me yet. <And this may well make it VERY difficult for AMD to sell 7M+ AThlons in Q4 at reasonable margins.> 7M+ Athlons in Q4 is going to be tough, unless AMD can land a lot of corporate SKUs in Q2/Q3. That's the key reason why I am concerned about infrastructure. 750 chipsets will do fine int he consumer domain but Corporate MIS is unlikely to find that an acceptable platform for new system purchases. <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.> As I have been saying, I do not quite expect Timna and Spitfire to play in the same segment. Chuck

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