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

To: Petz who wrote (36442)	8/28/1998 1:05:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 1578184

Since Intel now has COMPETITION, the real winners are the consumer buying public! Those that want value can find it in lower speed CPU's; those that need all the latest bells and whistles can pay more and buy Intel. Frankly, the % of home PC users that can truly use all that speed (game players excepted) can probably be counted on the fingers of one hand. How many home PC users have giant databases or spreadsheets that require >200mhz speed to recalculate or reformat? When you think about it, with the widespread acceptance of non-Intel processors, we have probably entered into a THREE-tiered market. Kinda like Chevrolet, Oldsmobile and Cadillac. CYRIX and IDTI at the bottom, AMD in the middle, and INTEL at the top. Something to fit everyone's needs......at last!!! Long live COMPETITION! Knip

To: Petz who wrote (36442)	8/29/1998 12:19:00 AM
From: StockMan	Read Replies (2) \| Respond to of 1578184

P, Re -- I believe you misinterpreted the statement from news.com about AMD's pricing: No, I didn't. The price of the MB's on pricewatch is not a good indication. OEM's get them a LOT cheaper. Furthermore, the mini-ATX form factor, the onboard sound, the size of the box, cache and the EXPENSIVE PC100 memory, and the NON-STANDARD K6-2-3D motherboard ( more testing) all add to the cost. I believe AMD will have to sell their K6-2-3D 350Mhz at MUCH below the celeron 333A, to make it cost effective for the OEM's to sell these systems. Thus MORE Losses to AMD. What I am curious about though, which no one has bothered to reply to is WHAT WILL HAPPEN IF AMD FAILS TO MEET ITS COVENENTS. WILL THIS MEAN THE STOCK is GOING TO ZERO?