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


To: Ali Chen who wrote (63201)6/24/1999 4:04:00 PM
From: kash johal  Respond to of 1573433
 
Ali,

Re:" I can't see how it will happen. The whole Intel's
prosperity is based on it's monopolistic ability
to dictate prices. Therefore when competition from
AMD will heat up (will it?) at every CPU segment,
the luxury of huge markups will evaporate, so
the "great returns". Unless they will fix prices
(which is probably illegal)."

No they don't need to fix prices at all.

They just need to ensure that they build to market demand and reasonable forecasts from OEMS.

On the other hand if they both try to kill each other with predatory pricing when they can - they will both suffer.

AMD's pricing of the Athlon is a good first sign.

Lets hope they keep the prices above $200 for awhile and ship 1-2M pcs/qtr.

Regards,

Kash