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

To: Charles R who wrote (82208)	12/7/1999 12:56:00 PM
From: Jim McMannis	Respond to of 1577123

RE:"Yes the costs are low but so will be the ASPs. I haven't done any detailed analysis but I seriously doubt if AMD would get any less profits by moving all the wafer starts to Athlon family. They clearly couldn't have done this so far because of the infrastructure situation but that seems to be dissipating now. This is the time for AMD to flood the high-end and take away as much market share on the business side as they can while their competitior struggles."... I suppose AMD could give up the low end but what would they do for a notebook chip? Athlon, right now would melt the case. I agree, AMD should flood the high end but that would take Dresden and right now that isn't an option. Fortunately, even if Intel can ramp up the Coppermine, their isn't a practical chipset/RAM platform for it until February...most all Intellabees forget that FACT... All they know is that a lot of Floppermine wafers are heading out the door.... Jim

To: Charles R who wrote (82208)	12/7/1999 1:04:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1577123

Chuck, re:<There is no rule that AMD should compete with Celeron in either laptop or low-end markets. This is what I was saying in my last post. I a not a supporter of this strategy. > Intel will regain the price card and can really hurt AMD at the high end if AMD abandons K6-X until there is another viable solution. They can easily collapse the prices at the highend while increasing prices modestly at the low end. IMHO, it's very dangerous to leave Cerlerons without any competition because of very high volume at the low end which is 3 times if not 4 times to that at the high end. Goutama