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

To: Tenchusatsu who wrote (90249)	1/28/2000 4:33:00 PM
From: xun	Read Replies (1) \| Respond to of 1571424

Tenchusatsu, Are you blaming AMD hiding their ace? Why does AMD HAVE to release higher speed grades when 800 already does the work? Are you talking engineering or economics or marketing or science fiction here? The only thing AMD needs to do now is to maximize its ROI while it is able to keep its comparative advantages. Is it not?! Your remarks would make sense only when Intel ships >850 in volumn. Regards, panic

To: Tenchusatsu who wrote (90249)	1/28/2000 4:43:00 PM
From: Charles R	Respond to of 1571424

<Even Kash realizes that such a game isn't to the best interest of AMD and its shareholders.> And I am not sure the significance of "Even Kash" but regardless, that should read Kash "thinks". It is plenty clear to me that people think "differently".

To: Tenchusatsu who wrote (90249)	1/28/2000 4:47:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571424

But let's go back to the "cat-n-mouse" theory again. If AMD has the chance to blow by Intel in the MHz race, they should. Why play a game? Even Kash realizes that such a game isn't to the best interest of AMD and its shareholders. Tench, what makes you think that withholding speed grades aka "a cat and mouse game" does not yield benefits including maximizing the economic yield from each speed grade? As it is, money is being lost because AMD and Intel are introducing new speeds at a very fast clip. Before, Intel controlled the process and the pace at which speed changes were introduced. Therefore its imperative that at least one (if not both) of the entities involved be smart about the role they play in the process. Some other benefits to the game include keeping Intel on its toes. I imagine both have their spies but I bet neither has a clear picture of what the other is doing. How can you be sure that Willamette will blow any AMD competition out of the water? I think anyone on this thread is foolish to make any future claims until the products are actually out and have been benchmarked. How can either company be sure of anything? However AMD has a small advantage since it foisted the Athlon on an unsuspecting Intel and any game enhances that advantage. ted

To: Tenchusatsu who wrote (90249)	1/28/2000 5:50:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571424

Hi tenchusatsu: AMD's stated goal is to obtain market share of 30% over the next 2 years...With each new MHz release, AMD can afford the luxury of dropping Athlon prices...Seems fairly evident looking at Q4 earnings statement that this old "price drop" song which we did hear throughout Q4 from our Intellabees resulted in an ASP increase to $80 and earnings of $0.43...Seems Athlon production efficiencies leave lots of margin with which to drop prices and capture increased market share (I certainly can't make a claim for production efficiencies around the PWeeIII 733 and above) ...Exisiting Athlon price drops will not in any way impair the $80 ASP but they will effect increased market share! Don't be surprised by an increase of $15 in ASP and an increase in market share in Q1 by AMD! As far as your claim of a "some-time-in-the-future" competitor for the "spry Athy" goes, it's all pie-in-the-sky at the moment and it's the moment that you should be concerned about and focussed upon! Intel's recent track record in successfully bringing to market in any reasonable time frame and in any reasonable quantity doesn't really exact confidence in your pie-in-the-sky pronouncements... Intel's "bricks and mortar" are in very short supply in the top end of the microprocessor marketplace, despite assurances to the contrary beginning back in October almost 4 months ago! Heck the "spry Athy" is barely 4 months old! If I were an Intel shareholder, I'd be awfully uneasy about the negative trends that have occurred since the beginning of October rather than holding my breath in hopes of some future miracle to reverse this currently NEGATIVE trend! Intel currently has a significant production problem as evidenced by flat sequential growth...Nothing has occurred since the beginning of October to suggest that Intel is any closer to resolving the apparent "headroom constraint" that limits production of PWeeIII's at 733 MHz and above! I don't think Dell will hold their breath for a much awaited miracle for much longer! It's a jungle out there and as Mr. Sanders has stated, in this jungle "AMD has moved up the food chain". Although not explicit in his comment, it is obvious that Intel is no longer the sole occupant at the top of the food chain...In fact some here (i.e. me) could build a fairly strong case that Intel no longer inhabits the space at the top of the food chain...Y2000 will shed more light on the validity of such a postulation!