Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: FJB who wrote (5221)	2/7/1997 7:56:00 AM
From: Mark Brophy	of 1573222

I'm referring to the product shift. Intel's competitive advantage over AMD and Cyrix is PPro server systems, as indicated by their pricing road map. They're going to lose a lot of profits on Pentium and Pentium/MMX systems due to price cuts. They'll attempt to make up the deficit with higher prices and volumes of PPro parts. So, Intel is expecting growth in server systems. Sun's growth in the last couple of years has come from net servers, so it seems that is Intel's target market.

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