Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (26717)	12/13/1997 2:41:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1577890

Jim - Re: "...there will be significant numbers of K-6's sold (at least the perception) at low prices to cause suspicion of Intel's future pricing and margins. " I don't know about the quantity - if you check AMD's market share, it is DECLINING. The CPU prices are declining significantly as you noted. Intel is protecting its market share and dealing a financial blow to AMD - reducing the capability of AMD to make a significant profit on their K6. AMD's yield disaste has taken the problem to another level - to that of financial losses, not just reduced profits. Intel has demonstrated reduced margins as well, but their "reduced" margins are still producing incredible profits - $1.57 Billion in the past quarter alone. Long term, AMD will have reduced resources to stay on the technology treadmill with Intel. Paul