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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Shih who wrote (16099)	10/26/2000 5:03:56 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< I don't need AMD to "destory" Intel. If they can become a solid competitor with 1/3 market share in 2 years, they will have a marketcap that's far higher than today. >> If they can't match the high end, they will be unable to do that. If they're fastest chip is a 1.3 and intel has a 1.7, then as intel shifts production, they will also have fastest mid and low end solutions. It might take a year for this to happen, but I think people largely overestimate the amount of time it will take for intel to shift primarily to p4.

To: Andrew Shih who wrote (16099)	10/28/2000 7:11:41 PM
From: tejek	Respond to of 275872

Wrong, wrong, wrong. It's the sweet spot that's important. While it may be nice to have the "fastest"PC available, the real key is to have the fastest machine at the best price points. Here is the power of AMD. Because they are not going after gross margins of 60+%, they can seriously undercut Intel. Good point....I tend to agree with you. If nothing else, this approach can get them thru any chip speed differentials that occur in the future. For the same cost, you can get 200MHz more. I don't need AMD to "destory" Intel. Great point.....I agree completely. The AMD/Intel chip vendetta was only fun(?) when AMD was a true underdog. That's no longer true...so at this point the vendetta seems a little trite. That isn't to say that I am giving up on the competition.......now that can be healthy and good for business. If they can become a solid competitor with 1/3 market share in 2 years, they will have a marketcap that's far higher than today. I see you have an MSE...have you thought of an MBA as a second (third?) degree? <g> Liked your recent market share analysis as well. ted