Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (26717)	12/13/1997 2:41:00 PM
From: Paul Engel	Read Replies (1) of 1576845

Jim - Re: "...there will be significant numbers of K-6's sold (at least the perception) at low prices to cause suspicion of Intel's future pricing and margins. " I don't know about the quantity - if you check AMD's market share, it is DECLINING. The CPU prices are declining significantly as you noted. Intel is protecting its market share and dealing a financial blow to AMD - reducing the capability of AMD to make a significant profit on their K6. AMD's yield disaste has taken the problem to another level - to that of financial losses, not just reduced profits. Intel has demonstrated reduced margins as well, but their "reduced" margins are still producing incredible profits - $1.57 Billion in the past quarter alone. Long term, AMD will have reduced resources to stay on the technology treadmill with Intel. Paul

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