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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (40318)10/29/1998 1:21:00 PM
From: Tenchusatsu  Read Replies (2) of 1573433
 
<I see Intel possible getting to $100-110 if AMD stumbles and the downside of $20-40 if AMD gets up to 10M CPU's/qtr by end of next year with Dresden and MOT.

Intels profits will vanish if they have to run factories at 60% capacity, just like any other semiconductor companies.>

Isn't this worst-case scenario for Intel a little far-fetched? For this to happen, Dresden will have to ramp to full capacity earlier than humanly possible, there has to be no growth in the CPU market in 1999, and Intel has to fail big time with Cascades and Coppermine.

Let's face it, AMD's success depends on reading Intel's own roadmaps and aiming for the holes. Once again, AMD can do it if they can rely on their crack team of engineers to perform. But if AMD wants to take the leadership reigns away from Intel, they will lose.

Tenchusatsu
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