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

To: Road Walker who wrote (122691)	8/21/2000 9:18:02 PM
From: tejek	Respond to of 1578501

Thanks for the post. I glad to finally hear from someone who knows exactly how many 1G processor AMD and Intel are going to sell. I won't even ask how you got your inside information, you are so confident I know that you must be correct. Good work, I'm selling all my Intel tomorrow, John, Before you sell, let me double check those numbers. ;~)) ted

To: Road Walker who wrote (122691)	8/21/2000 9:26:11 PM
From: Eric K.	Read Replies (1) \| Respond to of 1578501

John Foul-- The cockiness is on your part. What does the actual number have to do with my assertion? You have provided no argument for the optimal price point where any additional reductions in price of the 1 GHz processor would not increase number of sales enough to increase net profit. Instead, you presented a hollow and irrelevant argument about margins. According to your logic, SGI should be a wonderful company to own-- much better to make a huge amount per part than to sell more parts. I do not claim to know the exact point of maximal profit relative to the curve of price per part versus number of parts sold, but neither do you. However, I believe it it closer to the two digit/three digit barrier than to the three digit/four digit barrier. Hint: you are the one making assertions about the correctness and optimality of AMD's pricing. -Eric

To: Road Walker who wrote (122691)	8/21/2000 9:40:33 PM
From: hmaly	Respond to of 1578501

John ...Re..<<re: "I'd much rather sell 35,000 1 GHz P3s for $1100 then sell 350,000 Athlons for $500, especially when it costs me $60 to produce these parts." Thanks for the post. I glad to finally hear from someone who knows exactly how many 1G processor AMD and Intel are going to sell. I won't even ask how you got your inside information, you are so confident I know that you must be correct.<<<<< John, he is also smarter than we are. By my calculations 35,000 X 1040 = 36.4 mil. 350,000 x 440 = 154 mil. No wonder Intel makes the big bucks. I can't believe AMD wasn't smart enough to think to think of this first.