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Politics : Formerly About Advanced Micro Devices

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To: Gopher Broke who wrote (119746)	7/9/2000 12:21:03 PM
From: niceguy767	Read Replies (1) of 1573939

GopherBroke: Re: "Do you have an opinion on whether AMD will be able to sell 7.2 million Athlons in Q4 while maintaining current ASPs?" Comment: One of the most significant events in shaping both AMD's and INTC's microprocessor strategies over the near term was the 11th hour curveball thrown by MSFT in awarding the xbox contract to INTC over AMD...The silver lining to this last minute twist is that had AMD been awarded the contract, AMD'd have been hard pressed to deliver the required quantities without severely compromising its top-end strategy...the xbox fiasco cemented AMD's forward strategy, not only by avoiding "scorched earth" pricing demanded by the xbox contract (INTC's plight, now), but by providing for a rechanneling AMD's resources to the top-end of the marketplace...As a consequence, AMD is now clearly in position to make inroads into the "business place" niche, inroads that could ultimately result in a new AMD challenge of having to produce more than 7.2 million Athy's in Q4...Once inside the business place door, I would expect a snowball effect to take place...After all AMD now has the world's fastest microprocessor and now has a track record established over the past 8 months (i.e. compares exceedingly favourably to the track record of its primary competitor over the same 8 months)of being able to deliver the best "price/performance all-in systems" by a wide margin found in the marketplace today..."Business America" has taken note of AMD...It will be a very short time (i.e. long before Q4, imho) before "business America" takes action and the stampede to AMD microprocessors unfolds... Yes AMD will sell 7.2 million microprocessors in Q4 and yes Q4 ASP's will be higher than Q2's and Q3's as AMD continues to own the top-end..."Business America" wants the best (i.e the highest MHz and will pay a premium for the best...it's the American way) and AMD's Athlon technology is the best!!!

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