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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (59031)5/20/1999 5:54:00 PM
From: Process Boy  Read Replies (1) of 1583522
 
Kash - < If demand rockets both companies do extremely well.>

I wonder how the tone of some of our posts would reflect the above scenario? <G>

<With 0.18 micron the variable cost on the KIII and Coppermine should be <$30.>

I wonder if all this hand wringing about PIII class chips going away is geared toward the very short term. Might not Windows 2000 and getting Y2K behind us change the outlook somewhat, at least in the Business / Enterprise market?

<Perhaps the "free" or subscription PC model approach can ramp volume demand more than the 10-15% the analysts are predicting. I remember Paul Engel had talked about price/demand elasticity a while ago. No one has a good model for it but it is certainly true that when the price drops more folks can buy it.>

Barrett has publicly stated a few times that he sees scenarios where the Value Segment may expand the market [to the benefit of Intel]. I have also heard models tossed about with regard to the impact of free/subscription PC's. I can't get more specific, and I don't have a tremendous amount of detail anyway.

In short, I guess I would say that at least INTC exec's are not totally oblivious to the winds that are blowing, and are trying to plan accordingly. One might argue INTC almost missed the boat on the Value Segment. I hope that the reaction time in the event of another market shift is a little quicker this time [relative to INTC, anyway].I would assume AMD is at least attempting to plan for contingencies relative to possible changing market conditions.

PB
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