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

To: Bill Jackson who wrote (98261)	3/13/2000 1:19:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1580691

Re: "Well, Intel has loads of capacity...let them use it on low margin stuuf. AMD has a lot less free capacity and is wise to keep low ASP products to a minumum if the run the risk of displacing higher margin items" Bill you are 180 Deg out of whack. Intel is out of capacity. That's why they are building and buying Fabs. AMD has an empty Fab. EP

To: Bill Jackson who wrote (98261)	3/13/2000 1:29:00 PM
From: survivin	Read Replies (2) \| Respond to of 1580691

Boston Globe Article Nice story highlighting the AMD/Intc battles. Didn't know AMD had made such impressive penetration in the mid/high end. 'It's like a yappy little dog making a run at a pit bull,' said Keith Diefendorff, editor in chief of the Microprocessor Report, an industry newsletter. 'It's amazing that they've even come close and have even beaten Intel. It's quite astonishing, really.' "AMD began to see its market share creep up, particularly at the high end of the market. In January 1999, Intel commanded 97 percent of the sales in the United States for chips used in personal computers that sold for $1,500 to $2,000, while AMD had 3 percent, according to Stephen Baker, director of hardware analysis at PC Data in Reston, Va. By January 2000, Intel's share was down to 53.5 percent, while AMD claimed 46.5 percent, Baker said." boston.com