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

To: Petz who wrote (109194)5/3/2000 7:32:00 AM
From: Joe NYC  Respond to of 1579366
 
Petz,

The rate of expansion in these markets is limited. The chipset/motherboard shortage was real, but I see Intel's actions pushing VIA more and more into AMD's camp.

But there is another issue to consider with Via. They have ambition to become a CPU supplier as well, which means a competitor of AMD. When it comes to supporting their own CPUs or AMD CPUs, obviously they will chose supporting their own first. Right now, when it comes to Via's priorities, Intel is #1, AMD is #2. When Via starts selling their own chips, AMD will drop to #3.

AMD should not be in this situation.

Joe

Joe



To: Petz who wrote (109194)5/3/2000 10:46:00 AM
From: kash johal  Respond to of 1579366
 
Petz,

Yes I agree that server pentration will be slow.

However even 5% penetration gives Intel MUCH less leverage with OEMS.

As Xeon prices would get lowered they will be under pressure to keep Celeron and PIII prices HIGHER.

This helps AMD GAIN marketshare in lower end and to increase MARGINS in low end.

regards,

Kash


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