Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (58865)	5/19/1999 11:05:00 PM
From: kash johal	Read Replies (3) of 1583406

PB, RE: "1. As the low cost supplier and with a huge cash horde and with the best brand name they can hold out longer than anyone else so the devastation will be temporary. 2. Intel didn't get to where they are today by running away from AMD or anyone else. They will stand and fight." Look this low cost supplier stuff is krapola and you know it. The variable cost for both comapanies is in the tens of dollars. The big bucks are spent already on fabs, equipment and personnell. Both companies are adding significant capacity rapidly. In K6-2 die size terms AMD will have the capacity to produce 20M units/QTR once the 0.18 transition is completed and dresden comes on line. SO both companies need to hope that the customer really needs the extra horsepower their chips need etc. In terms of ability to survive- sure Intel will survive. But the stock price sure as hell won't if profits vanish. As far as AMD going away due to lossess - forget it. They are focussing their future entirely on the x86 business and they have survived for 30 years and they have never made any real money. Regards, kash

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