Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (26906)	12/18/1997 10:23:00 PM
From: Brian Hutcheson	Read Replies (3) of 1574046

Kash , there is one thing missing in your scenario.. Intel has made a business in advancing MPU speed by selling the high end at exorbitant prices , this is still their plan . The only difference now is that AMD and Cyrix can play the same game . Not only does .25 give AMD almost 3x the capacity of .35 , but it also gives them higher speed ramp and also the ability to cram more on the chip . Hence the K6-3d 1st or 2nd quarter and K6+ in 3rd or 4th quarter . What this will do for AMD should be obvious as far as sales/earnings are concerned . So can you imagine them making as much as 5M K6s a quarter while introducing higher end products with higher ASPs . As long as they stay competitive the profit growth will be there . regards , Brian

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