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

To: Goutam who wrote (79794)	11/13/1999 10:28:00 AM
From: xun	Read Replies (1) \| Respond to of 1579025

Goutama: <Intel has to keep its investors happy. Thus AMD will enjoy high enough ASP to be profitable.> That was my comment on the article (after the quote). I agree with your take on VIA. VIA may achieve some success in the very low end. But I don't think VIA has the witherwisel to compete with Intel and AMD given a small home market and geographical politics. panic_mob

To: Goutam who wrote (79794)	11/13/1999 8:46:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 1579025

Goutama - Re: " 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. " Sombeody recently posted - very proudly - how AMD's CPUs were priced BELOW Intel's - for equivalent clock speed. By any definition , AMD is waging a price war with Intel. They did it before - with the K6x's - and LOST big time !. They are doing it again. Unlike before, where AMD at least had a die size advantage over Intel (although much inferior yields), Intel has attained at LEAST die size parity with AMD - 106 sq. mm. with 32K/256K L1/L2 cache for Coppermine and 100 sq. mm with 64K/0 K L1/L2 cache for the AthWIPE. Both die sizes are for 0.18 micron processes. Intel has an even greater manufacturing advantage over AMD than it enjoyed in the K6/Pentium II wars. And besides - this time, Intel has ALREADY WON THE WAR for the low end - with Celerons dominating, and COppermine/Celerons due in early January, 2000. AMD may hold and ACE, but Intel holds the other THREE. Look for Intel to EXPAND its price competition with AMD - and don't whine when it happens. And it WILL happen, Goutama. Paul