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Politics : Formerly About Advanced Micro Devices
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To: Gopher Broke who wrote (55007)4/9/1999 6:50:00 PM
From: Tenchusatsu  Read Replies (2) of 1583451
 
<So, what I anticipate is not that AMD moves out of supplying the sub-$1000 PC category, but that Intel is increasingly forced down into it. We (as consumers) will do well.>

Don't you get it, though? This is an increasingly self-destructive path for AMD. Compaq's warning today is a sure sign that the sub-$1000 PC market that they and AMD helped to create is also the same market that both companies are losing money in. What benefit does AMD enjoy by bringing Intel further into the sub-$1000 market? Sure, they'll damage Intel's profitability, but this will be at the expense of AMD's own survival.

And of course customers make out like a bandit in this sort of market. But I haven't seen any strategy from AMD which outlines how they will lower costs and start making a profit in the sub-$1000 sector, their home turf. Instead, we keep hearing how AMD with their K7 will force Intel to charge Celeron-like prices on the Pentium III and the Xeon. That's nice for the consumer, but it says nothing about any long-term money-making strategy for AMD.

So as usual, AMD is still trying to bloody Intel's fist with its own face. They're only hoping that the K7 will serve as a hockey mask, but they don't realize that Intel has the hands of stone.

Tenchusatsu
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