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

To: Elmer who wrote (26064)	11/19/1997 12:24:00 AM
From: Charlie Tuna	Read Replies (1) \| Respond to of 1583677

Elmer,Starkist yeh i really liked old charlie tuna he was so hip. By the numbers: 1. I agree that if the average mfg cost is $25-$35 than some manufacturers would be settling for an asp of ~$50. But you have presented no arguement for these numbers ----> So how much does it cost to mfg a pentium class processor? I know that many risc cpus of similiar complexity sell for 30 or 40 bucks in quantities of 1000.The ridiculous markups followed by big cuts just is not working anymore.....look how fast the PII prices are coming down not to mention the MMX junk. 2., nor have you presented any means by which anyone but Intel will have the capacity to meet the growing needs of a world hungry for computers. Where will they get the capacity to turn the CPU business into a jellybean business like the drams? Especially on the razor thin margins they are enjoying today. How will they build the multi billion $ fabs needed to compete? Will AMD build more fabs? With what money? Who is going to lend them more? Would you? TSM and other vertical specialists who only do foundary work Take a look at custom mfg business Solectron etc. they have done this very well and the semi market is moving this way so there is plenty of capacity to churn out the comodity chips just like DRAM my boy just like DRAM. 3. You think the need for more CPU power has passed, in the short term I would agree, however in the next year or so the Internet will open up with much greater bandwidth. I dont think so higher bandwidth is several years off xdsl and cable modems are just getting off the ground and the backbone capacity is not there we are talking about 3 or 4 years. 4. Home entertainment will demand much more CPU power. Why does the cpu need to be powerful to show dvd movies give me a break. 5. All the ISP's will need many more servers to feed the hungry households. This is very true high end data servers will be in demand also transaction processing machines will be big. 6. Where are the AMD and Cyrix servers? Name 1 please. Strawman who said anything about amd or cyrix you built a bs argument but i aint biting. 7. Businesses will move to Intel based servers because of the extremely favorable price performance ratio. If you read the Intel news posts on yahoo you will notice that hardly a day goes by without another 4-8way SMP Intel based server breaking yet another price/performance barrier. I was using a Unix smp machine with 8 cpu's 9 years ago so what this is a chump machine now it is low end the next generation or ia64 or what ever maybe a big money maker for intel but this is not what i was addressing i am talking about desktop cpus so once again a straw man argument. 8. charlie tuna was smart enough not to get eaten elmer charlie