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


To: Bill Jackson who wrote (26812)12/17/1997 12:29:00 AM
From: Joey Smith  Read Replies (2) | Respond to of 1576880
 
Bill, AMD is hardly forcing the pace. Intel is playing hardball for several reasons, the most important being maiking PII the standard processor for desktops. AMD has to price their chips 25% below Intel MMX chips, which shows the premium Intel commands. As for AMD, these price cuts will be devastating, especially if they can't make many 233/266 parts. Forget about profits for the next 2qtrs at least. For the impact on Intel, we'll have to wait and see. Hard to quantify .25 cost savings. They also may make it up on the high-end. I say a couple of flat-slightly up qtrs.
joey



To: Bill Jackson who wrote (26812)12/18/1997 3:37:00 AM
From: Paul Engel  Read Replies (2) | Respond to of 1576880
 
Bill - Re: "If AMD is 1/3rd, then for each $1 AMD loses Intel loses $19. That sounds right"

Then why did Intel EARN $1,570,000,000 last quarter and AMD and Cyrix both LOSE money?

That sounds right!

Paul