Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (45618)	1/12/1999 4:23:00 PM
From: Scot	Read Replies (2) of 1571552

Pauleron Re: "furthur commoditzation occurs." <<This seems to be the Holy Grail of the AMDroids ! This will GUARANTEE LOSSES for AMD - as if they needed a guarantee !>> I agree that overall....commoditization is not a good thing. But this is a bigger problem for Intel than AMD. Intel is the one desperately trying to distinguish the Celeron from the PII and III...and Xeon for that matter. The margins on those products are critical for Intel; AMD seems to be doing just fine with one low-priced product. If they can sell at those prices and make money, they don't have a problem. Commoditization may reduce the growth potential for AMD, but it doesn't fundamentally change the economics of the company......as it does for Intel. -Scot

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