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

To: kash johal who wrote (86627)	1/12/2000 1:29:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1572512

Kash, <2. another scenario is they do great - and announce they are gonna get the high end marketshare - good for intel but likely whack AMD.> I have been doing some digging around since you posted on the retaking market share topic this morning. At the end of the day I am certain of 2 things: - AMD SHALL gain market share at the high end (I guess everyone expects this since Athlon shipments will rise from ~1Mu in Q4 and the Gateway defection) - AMD SHALL gain market share at the low-end. US retail seems to be flooded with Compaq/HP/NEC K6 boxes to my absolute disbelief, I might add. So, I am trying to come up with what Intel can say to make people scared of AMD. (welcome thoughts from the thread) By the way, Intel has to drop prices by as much as 50% on some SKUs to match Athlon prices at some price points. How would that be presented in light of the expected Katmai PIII WIP. I think there is a very good possibility that Intel will lose 2-5% market share in Q1. Based on that I feel that Intel has to go easy on price cuts and Intel's Q1 story has to be based mostly on gross margins. Does anyone see this differently? Chuck