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

To: Bill Jackson who wrote (26997)12/20/1997 12:58:00 AM
From: Kevin K. Spurway  Read Replies (1) | Respond to of 1579826
 
Re: "It is strange but Intel might stop the crushing process, as it might attract the DOJ."

Intel can probably get away with selling chips as low as their marginal cost (maybe even variable cost). As we know, this is pretty low for the P55C, so there's plenty of room to turn the screws.



To: Bill Jackson who wrote (26997)12/20/1997 12:56:00 PM
From: Yousef  Read Replies (2) | Respond to of 1579826
 
Bill,

Re: "I think that the K6 earns money on a cash basis, so it will not be killed."

This is not so clear, Bill ... In Q2 AMD shipped 350K and in Q3 they
shipped 1000K K6's. But losses in profits increased as K6 shipments
increased. The data doesn't support your argument ... I think they
will kill the K6 .35um as soon as possible. Once AMD has .25um
available they will "ditch" the money loser.

Make It So,
Yousef


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