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

To: Elmer who wrote (92298)	2/10/2000 10:06:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1573941

Re: Once Intel capacity is up to speed, and I think that time is now, AMD will have to drop prices even further... They are gaining market share steadily now. One factor that can make it difficult to track what is going on is that there are two fairly well segmented markets - large organization and home / small organization. Intel has not yet faced a challenge in the large organization market, but that protected area where Intel has been enjoying such success is opening up this quarter with entries from IBM, Gateway, and others. In the home / small organization market, the only market in which Intel has been facing any competition so far, it has suffered enormous market share loss. If the buyers and IS folks are presented with the choice between, say, a Deskpro 800 (Athlon) and a Deskpro 700 (Pentium III) - at the same price, my guess is that AMD will gain market share in the large organization market - and the present pricing structure need not change. Remember that losing 15% or 25% of this market will be barely noticeable to Intel in a growing international market for business PC's, but for AMD it will be an incredible bonanza - probably lifting share prices well beyond my conservative $280 estimate for year end. <VBG> Dan