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

To: Process Boy who wrote (72446)	9/20/1999 2:30:00 AM
From: Dan3	Read Replies (1) \| Respond to of 1572987

Re: worse case scenario for AMD... I hope my post wondering "what Intel should do" wasn't too negative sounding. I tried to couch it in abstract terms but didn't do a very good job. I don't believe for a second that Intel is in danger of being pushed completely out of the high end (where almost all profits are made). I do believe that AMD has a shot at getting a substantial piece of the high end (and finally making some money). I don't bring it up often, but I've said before, that one of the things that I like about AMDs current strategy is that it is a "go for broke" strategy, that may fail, but in failing the company is worth at least its current market valuation if liquidated. Getting back to my post, one of the most obvious alternatives for Intel, and what appears to be their current strategy, is to just assume that AMD will fail to produce anything substantial out of Dresden until Q3 or later, at which point Intel will have Willamette (its late, and I'm forgetting the roadmap but I think that's about right), and AMD will be in liquidation. This means push rambus, forego some early Coppermine sales, and just ignore Athlon. There is a good chance that this will be good enough. It's definitely one possible answer to "what should Intel do." Of course, there are risks associated with that strategy if AMD does have some success in Dresden. Dan