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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (59024)5/20/1999 4:47:00 PM
From: Process Boy  Read Replies (1) of 1583407
 
Kash - <The only problem I have is with the wafer cost of $3,250 per wafer.>

I don't agree with all of his numbers either, but in general his arguments are sound.

<Sure hope the consumers want high end chips rather than lower end chips.>

The reports that higher end demand will vanish are premature at this point, IMHO. Of course, this scenario would hurt both companies until one or both readjusted their business plans. I, as an intellabee, am sure glad Intel has the Xeon line as somewhat of a hedge against the unthinkable above. You are talking about the PIII market segment going away, right?

PB

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