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

To: Scumbria who wrote (87657)	1/17/2000 1:47:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573242

Scumbria, Intel's ASP in the low-end market are low (due to K6-2), Intel has just cut their ASP in the laptop market in half due to incredible market share gains by the K6-2 in that market. AMD is making a big Athlon price drop in order to increase demand to the 3-5 million unit per quarter range. Intel will respond with major desktop PIII price cuts very soon -- cutting ASP on their bread-and-butter processor. Intel will try to extort $3000 a piece for their new large on-chip L2 cache Xeons in the next couple of months, but once Mustang comes out, Intel will have to make huge cuts in that line, as well. I think that Elmer is correct to say that Intel is reacting to AMD's cuts, but he is incorrect in saying that AMD is waging a price war. AMD is pricing their chips at much lower prices than they would like, but at prices that allow them to be sold. Intel will never adopt a policy of peaceful coexistence with AMD. Too bad for them, as AMD is used to surviving on low ASPs, while Intel and their investors are not. Pravin.

To: Scumbria who wrote (87657)	1/17/2000 1:50:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573242

Re: "Pravin pointed out that Intel is making a major cut in mobile prices. This is not in response to AMD, rather it is an attack on AMD. " Why is it perfectly all right for AMD to attack Intel yet shameless and immoral for Intel to respond? I never quite understood this double standard. Re: "Their one big quarter in the last 2-1/2 years was the result of market forces forcing them to leave AMD alone." I thought Intel had manufacturing problems and that held the prices up? EP

To: Scumbria who wrote (87657)	1/17/2000 4:57:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1573242

SCUMbria - Re: "This is not in response to AMD, rather it is an attack on AMD." Oh Boy !!! AMD may get "Blow'd UP " Oh My !!!!! (From an Etrade or Ameritrade Commercial) Paul

To: Scumbria who wrote (87657)	1/17/2000 11:54:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 1573242

Scumbria - <Pravin pointed out that Intel is making a major cut in mobile prices. This is not in response to AMD, rather it is an attack on AMD. Intel's management just doesn't get it. Their one big quarter in the last 2-1/2 years was the result of market forces forcing them to leave AMD alone.> You read way too much into this. Intel is releasing a platform that has no competition at the moment. The price cuts are to establish the platform. AMD has very little or nothing to do with it, IMHO. PB