Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (65356)	7/14/1999 9:27:00 PM
From: Bill Jackson	Respond to of 1574091

Scumbria, With the K7 any Intel price cuts hit Intel harder than AMD. With prior CPUs Intel would keep a monopoly bastion of the highest frequency parts and cross subsidize the lower frequency parts. Now since AMD has no sales at the high frequecies(yet), Intel will have to cut where it has 90%+ margins where AMD only has potential sales. If they keep AMD out totally their prices will drop by 50% or more far in advance of their planned schedule. And the Xeons are not immune. This could be an epochal year for AMD and Intel. Bill