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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (118871)	7/3/2000 6:37:06 AM
From: Gopher Broke	Read Replies (1) of 1578803

I don't think Dresden is anywhere near the number you cite; and it would take a number probably greater than 5 million to seriously effect Intel's ASP's. Intel is selling more than 32 million chips annually. That's a number hard to dent. I believe AMD's own projections for Dresden Athlon production were 1.8m this Q, 3.6m in Q3 and 5.4m in Q4? So by my calculations AMD is looking to produce more than 20m processors out of Dresden alone in 2001, not to mention the Fab 25 capacity? Whether they can sell all those processors is a different question, but we have not seen AMD pricing the Athlon to make huge gains in market-share yet, to know how competetive it really is. IMO either Intel has to produce a processor that can compete against Athlon in the mid-high end desktop range (and I am not convinced Willy is that chip) or Intel's 2001 sales will get dented, as AMD increases their market share by more than the additional demand coming from the overall growth in the market.

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