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

To: tejek who wrote (63143)	6/24/1999 12:52:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1572580

Tejek, Re:" In my opinion for AMD to succeed, they can never depend on anything intc does in the next two years. When the coppermine and 600 PIII are introduced, AMD has to be ready to bring out its 700 MHz chip so that there is no point at which intc controls pricing. And AMD must continue to execute in this manner until it has a war chest of money with which to fight. It will be a major hassle but so long as intc controls prices, AMD will not stand a chance if it depends on intc doing things a particular way. I think that intc is seriously threaten and like anything else that has been cornered, will fight to near death." Well AMD was fighting with one hand tied behind its back. Now it will have both hands available with the Athlon. However both AMD and Intel have to make some descisions about the low end. If Intel is willing to sell the CPU/Motherboard combo for sub $100 then AMD can only compete by developing its own chipsets and sub-contracting the MB manufacturing. As they have shown they can develop K7 chipsets - I hope they develop or buy an integrated chipset from somebody such as Via/SIS/Ali. At the high end as long as AMD is competitive in speed grades and benchmarks then I think they will do well. I suspect that days of $500-600 desktop chips will be over soon frankly once K7 volumes exceed 1M/Qtr. I suspect we will see Intel leverage the 0.18 micron versions of Coppermine and Celeron to lower costs with integrated caches and smaller die sizes and really push the prices into the $200-300 range. The good news is that at end of year AMD has the server version of K7 coming and that should help ASPs. The only other item is Cyrix. I sure hope they are dead. If a taiwan outfit picks them up and starts offering $30 MII's then we could be in for a disaster for both AMD and Intel. Regards, Kash