Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gopher Broke who wrote (93093)	2/14/2000 7:55:00 PM
From: Process Boy	Respond to of 1576707

GB - <I am surprised you say that, given the supply position. I know Intel now have a lot more of the 800 (and presumably 900/1Gig chips) being produced, but there are just too many of those 600/700 MHz "byproducts" being produced as well aren't there? If we can believe the reports that ALL AMDs slow Athlons are really 750s being downbinned then where does that leave Intel if they start a price war, assuming that AMD would counter by pushing up the MHz sweet spot to maintain their ASPs? Intel's "demand constraint" will kick in again don't you think?> Nope. AMD may be incrementally ahead in the MHz war, but not by as much as you think. Regardless, as Charles just posted, AMD isn't even at 20% market share at the moment. To believe Intel would not counter an offensive on 40% is a bit naive, IMHO. PB

To: Gopher Broke who wrote (93093)	2/14/2000 8:26:00 PM
From: Tenchusatsu	Respond to of 1576707

Gopher, <If we can believe the reports that ALL AMDs slow Athlons are really 750s being downbinned then where does that leave Intel if they start a price war, assuming that AMD would counter by pushing up the MHz sweet spot to maintain their ASPs?> I think if AMD pushed up the MHz curve to maintain their ASPs, while Intel pushed up the supply to meet demand in the mainstream (which might be a notch below AMD's MHz sweet spot), we'd have a nice situation here where both AMD and Intel do very well. AMD will reap the rewards of high ASP, while Intel reaps the rewards of high volumes. Of course, things change very quickly in the marketplace, so even if the above situation does occur, it will unfortunately be short-lived. Tenchusatsu