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

To: Ali Chen who wrote (26834)	12/17/1997 2:58:00 PM
From: gnuman	Read Replies (1) \| Respond to of 1576819

Ali, IMO suppliers aren't positioning K6 PC's in competition with PII. If you look at the offerings they're mainly low priced, stripped down machines. So I view them as competing more with Pentium Classic/MMX. From that aspect the strategy looks historic. In addition, I think the point made was that there appears to be a continuing strategy of keeping AMD at low margins. That certainly seem's to be the case. While I agree there will also be margin pressure on Intel, (which they have previously indicated), even if it falls to 50% GM that's not bad. Be interesting to read the CYQ4 results from both companies. My biggest concern with Intel is their planned entry into some very low margin commodity consumer businesses. But that's a different issue altogether. Regards, Gene