Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Time Traveler who wrote (27199)	12/28/1997 1:09:00 AM
From: greg nus	Read Replies (3) of 1573924

John Wang, Vicious chip war? When did that happen? Let me tell you how stupid your comments are. First of all the k-6 is a complicated chip. AMD planned to make a few more chip then they would up making. On whole amd managed since april to build and sell the k-6-166,k6-200and with limited sucess k-6-233. K-6-233 presented yield problems which are now solved. It took Intel five years to get pentium production ramped to 60%yeilds. I predict AMD will hit 60% yields with k6@.35 in less than a year. How can you have a vicious chipwar against a company that has not yet even hit ramp speed. If you beleive Intel dropped prices to crush AMD that move cost intel 36points on it's stock x 1.6billion it cost intel investors $54.4 billion and you have the balls to tell us Sanders is squandering stockholders money. compared to Grove's missmanagment Sanders would look like a boy scout. for a measly $3 billion Intel could have acquired a 49% interest in AMD and formed a cartel to control pricing of CPU chips. So here you can see you hav'nt given your idea much thought. Second a chip war could breakout next year. It's possible but I don't think it will happen. Intel will need as much proifts as it can get in 98. Potentialy Intel could loose alot of business in Asia and don't have a suitable product offering for the fastest segment of the market the sub $1,000. To offset the possible loss of business in Asia and potential slowdown in the highend market segment as American multinationals hunker down on expenses Intel will move to frim up prices. This makes sense becasuse AMD's productline is different then Intels. The miss match will give Intel less clout to prevent AMD from suceeding. AMD has a much better lineup for the sub $1,000 market and new mobile products soon too be released. Jihad war is a myth. Simple ecomomic competition and pricing theory explains that whenever any company reaches monoply like status with abnormaly high profit margins it will attract imatators who will take risk trying to emulate the monoply and it's business model. In short if it was'nt Sanders it would be someone else. Here is more proff. AMD has been competing with Intel for quite some time. TXN tried and failed. Two years ago Cyrix's former CEO worked for Sanders and had no 1st tier customers. IDTI did'nt make a cpu chip. This is why your notions don't hold water. In other words your bucket has a whole in it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next