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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (126329)10/17/2000 3:35:03 PM
From: Joe NYC  Read Replies (1) of 1580559
 
Ted,

AMD's price cutting has been extremely aggressive...beyond what I think is necessary to steal market share....considering that there is little P3 volume above 900 Mhz.

AMD sells chip to maybe 30% of the market (noncommercial desktops). It already has 17 or 18% of that market, and some players like Dell will never buy AMD product.

AMD has just about saturated the segments where their chips can be sold, and you can either end up with unsold inventory, or price your chips to sell, hoping they will be adopted in segments beyond the 30% or so, namely commercial segment.

Once AMD makes the breakthrough to the commercial sector, the pressure will ease. But to get the breaktrhough, AMD has to push very hard.

Given the $100s of billion of Intel market cap lost, Intel management could have just gone to the gray market to buy excess AMD parts and throw them in a dumpster. The expense would have been less than $100 million vs. $200 billion lost. <g>

Joe
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