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Politics : Formerly About Advanced Micro Devices
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To: greg nus who wrote (27201)12/28/1997 1:43:00 AM
From: Elmer  Read Replies (1) of 1573958
 
<K-6-233 presented yield problems which are now solved>

Wrong, in fact AMD's yields are now worst than ever.

<It took Intel five years to get pentium production ramped to 60% yeilds>

References please! You're full of it.

<Intel will need as much proifts as it can get in 98.>

Yes you're right. With all those $Billions in the bank, Intel is in a much worse position than AMD who has pleanty of debt to carry them over in the lean times. Why if only Intel had had the foresite to lose money for years like AMD, they would be in a sound financial position.

<Simple ecomomic competition and pricing theory explains that whenever any company reaches monoply like status with abnormaly high profit mrgins 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.>

Why not K-Mart then? In short, it takes an equivilant process technology to compete in this arenia. It isn't open to just anybody. AMD hasn't been able to produce on an equivilant process technology so they produce at a loss. It would seem that the next generation will be more of the same. AMD will be 1 or more generations behind. Intel will price to choke AMD and AMD will continue to produce at a loss. Same old same old.

Keep feeding Jerry, he needs your money.

EP
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