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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (44511)1/1/1999 12:34:00 PM
From: Brian Hutcheson  Read Replies (1) of 1572325
 
Joey , can you explain how AMD got caught with its pants down
When AMD released the K6-2 400 , 2 months before Intel ?
Also when AMD's K6-3 is released this quarter they will be able to
gain access to the higher ASPs of PII .
That means that AMD can drop the K6-2 price undercutting Intel , remember K6-2 cost is $35 so they can sell those CPUs at $50 or so if they have the higher ASPs of K6-3 to bring good profitability .
What you are forgetting also is that AMD does not have to make the enormous sales and earnings of Intel since it has less than a tenth of its shares and a quarter of its stock price . This means that all AMD has to do is make 5% or more of Intel's profit and to grow that profit to be a very successful company .
Do I think that they can do it ?
You betcha .
Brian
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