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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (37267)9/22/1998 2:54:00 AM
From: Kevin K. Spurway  Read Replies (2) of 1572171
 
Re: "I suspect Intel has several fabs running the CeleronA and every one they sell is a sale taken away from AMD."

Think about that statement.

It used to be that Intel had a near monopoly. Thus, every chip AMD sold at that point took a sale away from Intel.

AMD still sells every chip they make, without any significant inventory backlog. There's no indication that AMD is demand constrained at this time. Thus, AMD's unit sales are a CONSTANT, determined by the ability of AMD to tweak their yields higher.

So when Intel sells a Celeron, can you tell me who has lost a sale? Here's a hint: since AMD's sales are a constant, the answer is not AMD.

Could it be Intel's own Pentium II product?

Kevin
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