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

To: Road Walker who wrote (122648)	8/21/2000 5:54:38 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1577593

John, I just don't believe the retail market is there to support how well they are doing, and how well Intel is doing. There is room in the retail market for AMD to grow. K6-2 chips are disappearing and the market was taken over by Celeron and low speed Piiis. AMD can retake big chunk of this market with the Duron chip. Also, in addition to the US retail, there is the complete world market, where AMD is represented, and there is enough room to growth. Plus there is the US corporate market that AMD has been unsuccessfully trying to crack. I think the breakthrough will come with at earliest in Q4 with 760 chipset based motherboards with TBirds, and at latest in Q1 2001 with 760 / 760 MP + Mustang core based Athlons. A high end chip from eight months ago is a low end chip today. You saw AMD's price cuts, are they still making all those chips that became low end? AMD has moved the speed distribution up considerably. A good contributor to this is going to be Duron, which seems to have a center o distribution in high 700 MHz, at least. It is replacing k6-2, which only went to 550 MHz. The top of the speed distribution moved up on Athlon with opening of the Dresden fab. The rumors of the center of speed distribution is at arount 950 MHz. By the way, if they can sell everything they make, why did they cut prices? Why does Intel cut prices every 2 months or so, even in the shortage situation, and even when Intel can't deliver the chips at the old or the new price (as was the case in 1H)? The answer regarding AMD prices is that AMD can sell everything they can make at the appropriate price. The price after the price cut is way above their APSs from Q2. Oh, I forget, this is the AMD denial thread. Intel doesn't have any high end chips, and never will. If you read the first part of my post, I was pondering the situation of what would happen if/when Intel regains the lead, so I am anticipating it. I think if there is anyone in denial about the current situation though, it is Intel shareholders. You can feed people with PR statements, paper launches, ever changing roadmaps only so long. At some point, you have to deliver. And that time is between now and the end of the year, IMO. But people are denying that the problem even exists. They have PR releases and paper launches to prove that there is no problem. I am not saying that Intel doesn't have high end chips or never will. But you investigate the situation you can see that for all the practical purposes, Intel's speed distribution ends as 933 MHz, and anything above is smoke and mirrors. Joe