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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (51000)2/25/1999 9:39:00 PM
From: Bill Jackson  Read Replies (1) of 1572159
 
Tenchu, The pie rate of growthwould have lowered somewhat without AMD as higher CPU prices would have changed the slope of the quarterly price reduction that was driven mainly by memory, hard drive and cpu price drops.
Remove CPU price competition and memory would have fallen a bit faster since there would be fewer sales for them to chase due to price elasticity cutting sales.(unless you feel altruist Intel would drop prices in a competitive vacuum?)
Intel would have made more $, the hard drive people less $ and memoery less $ due to smaller demand. Intel with no competitor would have had a higher AP that would have more than made up for until volume decreases.

Bill
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