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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (59034)5/20/1999 6:07:00 PM
From: kash johal  Read Replies (1) of 1583553
 
PB,

Re: "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."

I have no doubts that Intel has its finger on the pulse and Otellini has also commented on the "free" pc model.

My concern is wether AMD has got it figured out.

They have spent an inordinate amount of time cutting low priced deals to get major OEMs to sign up. The analysis has been that this will lead to eventual riches in the mid-range biz market and buying your way into the low end was a good deal.

I doubt if they had much choice with their strategy but if the premiums in the biz market vanishes then they need to be prepared for the next wave.

A good analogy would be the graphics guys. The biz market buys the low end but the gamers and home users buy the higher end graphics boards.

Certainly is a high risk/high reward market.

Regards,

Kash
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