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To: Dan3 who wrote (125323)1/17/2001 11:03:47 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Intel, the company that used to be the king of cost control, is now fielding two uncompetitive chips, Celeron and PIII,

Uncompetitive chip (PIII) just won out over Athlon at a company that has no love lost for Intel, to say the least:

cobalt.com

Uncompetitive PIII is also used in all other major OEMs' servers and notebooks, while Athlon's usage is asymptotic to zero.



To: Dan3 who wrote (125323)1/18/2001 12:55:21 AM
From: Paul Engel  Respond to of 186894
 
Blow Hard Dan - Re: ". When the other guy can make 50% margins selling parts equivalent to yours at less than your variable cost, you've got problems."

AMD had an ASP of only $80 last quarter - and you're telling us that it had 50% gross margins?

That's the second consecutive DELCINE in AMD's ASPs - and you think they are doing so swimmingly?

Boy are you in DENIAL !

Paul


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