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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: QwikSand who wrote (40494)	1/17/2001 3:56:56 PM
From: stribe30	Respond to of 64865

Quiksand... good post.. however.. I have to disagree with you about your statement that Intel keeps AMD around for discouragement of anti-trust and could take them out anytime.. this was possible a year ago when all AMD had was the K6-2.. and Intel could depress Celeron prices below or at cost to force AMD to lower theirs and lose money.. simply because Intel had a big warchest and could make up for the Celron by overpricing its P II;s and then P-III's at the high end.. because AMD had nothing to compete against it up there. Now.. with the Athlon showing itself the equal or better of the P III (and quite frankly .. the equal or better at the higher clocked P-IV) and with Duron in the low end which performs almost as well as its Athlon and P-III counterparts.. AMD doesnt have to worry about that dreaded price war... now that companies like SiS and Via and ALi are making integrated chipsets for the AMD line.. that will also help move Duron to the very low end to get into that market. I have no fear of AMD not being able to hold its own against Intel. (PS. I'm not an investor of AMD.. just a tech fella who likes reading these sites and to get the investor point of view. I am more comfortable in places like Aces HArdware ,or Anandtech et al :) ) WIth regards to Intel, There is still hope in the AMD community that SUN will view AMD as an ally and start using its products... in otherwards "the enemy of my enemy is my friend" principle.

To: QwikSand who wrote (40494)	1/17/2001 4:35:50 PM
From: cfimx	Respond to of 64865

>>With Dubya in the White House and Herr Ashcroft as AG, I wouldn't be surprised to see Intel decide that now's the time to just knock AMD out of the game. i'm not sure that's such a great idea with ken starr floating about. <G>

To: QwikSand who wrote (40494)	1/17/2001 5:38:11 PM
From: Steve Lee	Read Replies (2) \| Respond to of 64865

Qwik, It is more likely that the choice to go Intel in Cobalt was more of a considered business decision, than some kind of conspiracy. Sun would have liked to use AMD but are more interested in the success of their products than in being Intel's enemy. They can't use AMD cos they want a supplier who: 1) Has a history of being able to keep multiple fabs running 2) Is financially strong enough to ride thru downturns 3) Doesn't constantly axe products that customers previously thought they would have a supply of etc etc etc And don't confuse price and cost. Intel's ASP's are higher but they are the low cost producer. Had Cobalt chosen a current Athlon, it probably won't be in production a year from now. Intel will be able to offer P3's at incredibly low cost for the foreseeable future, whilst continually lowering power and heat dissipation requirements and shrinking the die size. This is what they always do with their low end products, continuing to sell into this kind of market, long after the boxed versions are obsolete and unavailable. With AMD products, who knows what they will be making in 6 mths time. And don't forget Intel own their own fabs. The AMD fabs are owned by the money lenders, and they might want them back sometime. Edit, and as if by magic, a few mins after writing the above, this hits the newswires: "Indeed, by the end of the current quarter, all AMD Athlon processors will be manufactured with clock speeds of one gigahertz or higher," Sanders continued.