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: Kevin K. Spurway who wrote (37271)	9/22/1998 10:35:00 AM
From: Ling Chen	Respond to of 1572146

<<Could it be Intel's own Pentium II product?>> Exactly like what you said. Some wall street analysts already had this kind of worry when Intel announced their CeleronA product. Smarter customers will not buy PentiumII based computers. They will either buy CeleronA or K6 based computers for $200-$300 less money.

To: Kevin K. Spurway who wrote (37271)	9/22/1998 11:13:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1572146

Re: "Think about that statement. It used to be that Intel had a near monopoly. Thus, every chip AMD sold at that point took a sale away from Intel." I'm a realist. AMD has taken market share from the lowend. That's the state of affairs. Intel is taking sales back. "AMD still sells every chip they make, without any significant inventory backlog. There's no indication that AMD is demand constrained at this time. Thus, AMD's unit sales are a CONSTANT, determined by the ability of AMD to tweak their yields higher." Now you're starting to sound like Maxwell. Claims without data to back them up. What I can't understand is why can't AMD make a profit? With smaller die size, fixed yields and 10% market share why can't they make at least 5% of what Intel does? If Intel can make $1.3 Billion why can't AMD make $65 million? Even if you're right, Celeron pricing is caping any profit AMD could hope to make. EP