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

To: Dan3 who wrote (93170)	2/15/2000 1:34:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1571355

AlibiDan - Re: "An aggressive price war by Intel would take away that leverage (since grey market chips are widely available at such times, and OEMs need not deal with Intel at all to get a reliable supply of competitively priced chips) leaving OEMs in a better position to adopt AMD chips wherever they wanted " Intel will do anything and everything it has to do to protect its market share. Accept it. If that means running 6 or 7 fabs flat out with aggressive pricing to match AMD's, then it will do it. Remember - as Intel cuts its prices, its volumes will rise which will, in turn, cut its costs. Intel knows how to play the game - its been doing it for 30 years - rather successfully if you ever checked Intel's historic revenues, profits and stock price. Re: "how much will Intel have to undercut Mustang prices with Willamette prices in order to make up for the difference in price between Rambus and DDR266? " That's a silly question. Today, there IS NO Muskrat, WILLAMETTE has been delayed until NEXT YEAR BECAUSE OF POOR PERFORMANCE (thank you BAM BAM MCMANNIS for the INSIDE SCOOP !) and there IS NO DDR266 that I am aware of. When some of these products appear, you can revisit your question. Paul