SI
SI
discoversearch

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: Elmer who wrote (72174)9/18/1999 2:21:00 AM
From: THE WATSONYOUTH  Read Replies (1) | Respond to of 1572806
 
Re. <Nonsense. AMD wins or loses on manufacturability and cost. Architecture and performance are secondary to cost and availability.>

I mostly agree. I think I can claim timely execution implies availability. But, I'm not sure AMD needs to match cost at the high end desktop market. There is a huge margin on these chips. "IF" AMD can maintain a performance advantage, they should be able to sell enough high end K7s to return to
profitability. That's a win for them. Now, if Intel is willing to cut prices so steeply that even at the high end, AMD can't be profitable because of their higher cost structure,then I suppose cost will matter also. I DON'T think Intel is prepared to do that.

THE WATSONYOUTH