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

To: xun who wrote (79792)	11/13/1999 1:32:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1578942

Panic, Unbelievable. I thought The Street.com would go to their graves with Michael Dell shunning AMD. Could Dell cave next? Pravin.

To: xun who wrote (79792)	11/13/1999 1:54:00 AM
From: Goutam	Read Replies (2) \| Respond to of 1578942

Pani_mob, I like the conclusion made in this article. Thanks for posting it. Intel has to keep its investors happy. Thus AMD will enjoy high enough ASP to be profitable. I agree with this, but not just for the only reason that was mentioned in the article - 'Intel has to keep its investors happy'. If AMD can be put out of CPU business permanently within two, three quarters, or even in an year, Intel would certainly use the price card to do it without any regard to the tremendous cost of hurting its own ASPs and stockholders. But, thanks to the exploding Flash business, Sander's willingness to sell the Communications Division, the Athlon product, lack of superior products from Intel to compete with Athlon and Intel's recent missteps - permanently crippling AMD in any reasonable period of time is out of reach to Intel. Its just no longer a viable or achievable option for Intel no matter how big they are. Intel knows this and will give up on the stupid price war. Thus AMD will enjoy high enough if not higher ASPs to prosper. This time, the Flash business and the Athlon will allow AMD to have sustained growth and profits. At the same time, the barrier to entry is becoming higher and higher. I may finally have a peace of mind in AMD for a long term. I agree with this sentiment. This is why (higher barrier to entry), I see VIA more as a formidable chipset competitor to Intel than a significant CPU competitor to both Intel and AMD. This is also another reason why Intel can't afford to continue the CPU price war. Regards, Goutama