Chung, re Jerry's comments I know there's always the fear that Intel is going to just suddenly crush us, but I think that we've demonstrated that we're reasonably uncrushable. So we look on that as having a very competitive product line, we'll be introducing a 1.1GHz in volume this quarter; faster parts than that in the fourth quarter for the year end. We think that we're very well positioned against what Intel has to offer.
Something like this MUST be repeated in Q3 CC, but the details are different. They should point out specifics, like
1. AMD is 100 [or 200] MHz ahead of Intel right now and producing these parts in volume. Intel has no competing products or such low volume that AMD sets the price at the top end.
2. At the low to middle end, AMD Duron has such a performance lead over Intel Celeron that AMD does not need to match Intel's price to sell out all of our production. For all of Q4 and some of Q1, Celeron will be stuck with the inferior 66 MHz bus, compared to 200 MHz for Duron.
3. The Pentium 4 will be such a low volume product in Q4, that its price will be irrelevant. In fact, the inability to buy a P4, with its associated high-cost RDRAM memory, may actually increase demand for the fastest AMD Athlons.
4. Looking further ahead, we believe that by the time P4 reaches production volumes in Q1, AMD will have production volumes of similar or faster products. In addition, these products will be less costly to produce than the P4.
Petz |
