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

To: Ali Chen who wrote (63718)	6/29/1999 1:38:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 1577403

Ali, This is the only reasonable way to compete by creating pressure on all market segments. I think K6-III on 0.18Cu could be VERY competitive against all Celerons. If AMD would leave the low-end segment, Intel would immediately flood it with Celerons-370, rise prices and make the sector profitable again. This would allow them to drop prices on P-III - X-III, and AMD will be in trouble again. There is no money left to be made in the low end. VIA will compound the problem. Intel is not going to drop their prices on Xeon- that is where they make all their money these days. Scumbria

To: Ali Chen who wrote (63718)	6/29/1999 2:13:00 PM
From: kash johal	Respond to of 1577403

Ali, Re:" This is the only reasonable way to compete by creating pressure on all market segments. I think K6-III on 0.18Cu could be VERY competitive against all Celerons. If AMD would leave the low-end segment, Intel would immediately flood it with Celerons-370, rise prices and make the sector profitable again. This would allow them to drop prices on P-III - X-III, and AMD will be in trouble again." Yes the KIII at 0.18 is a great low cost chip. The key will be if AMD offers it with low cost MB partners. AMD will have to upset some people to play in the low end - chipset guys, MB guys and maybe even tier 1 OEMS. Unfortunately to play in the low end space they may even have to partner with ISPs/Telco's/alternate OS (linux,BeOs etc). However they cannot afford to give up this space. Regards, Kash