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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (61981)	6/16/1999 4:29:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1573599

Apparently Intel are expecting it. Tench says <<Intel already has a battle plan that assumes AMD will execute perfectly>> So I guess Intel are going to make their money elsewhere? Something to do with server farms wasn't it?

To: Scumbria who wrote (61981)	6/16/1999 4:37:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 1573599

Re:"Would that be a problem for Intel?" Bigger problem for AMD. If the K6-III selling for $60 (according to the noted analyst SCUMBRIA) AMD must be selling them below cost (based on his analysis of Intel Celeron costs). If the K6-III were available at $60 would mean that lots and lots were being produced (potentially at a loss according to SCUMBRIA). If K7 reaches 700 MHz, how much more should OEMs pay since the k6-III is so potent a chip, especially at 550 MHz? Only a fool would pay $300 more for a moderate improvement over 550 MHz K6-III ;) The big issue for K7 is more likely yield at 600 then max MHz. If the yield is excellent, AMD can break into the black. If not .... you do the math.