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

To: Maxwell who wrote (38578)	10/7/1998 3:58:00 AM
From: Tenchusatsu	Respond to of 1576881

Max, 1) shows that they can compete with the 800lbs gorilla This is true. 2) give OEMs confidence that they will be around for a long time Until the next disappointment. 3) reassures the MB makers that their business is still viable with AMD This is also true. 4) shows that Intel's plan of exterminating AMD is not working. The more price cut Intel is undertaking the faster AMD can crank out higher CPU speed. So BACK OFF INTEL. Let's not cut the price anymore and make some good money. Uh, your logic is flawed. Seems like you're frustrated that Intel didn't want to charitably hand AMD some marketshare, and that AMD had to play hardball to attain it. Now that AMD is in positive figures, why should you complain that Intel is too competitive? Besides, I think that if Intel were truly trying to "exterminate" AMD, it would catch the attention of the government. And we all know that the anti-trust guys seem to be rather trigger-happy these days with those guys in Redmond. I think in that aspect, AMD's positive announcement is healthy for both AMD and Intel. Tenchusatsu

To: Maxwell who wrote (38578)	10/7/1998 9:16:00 AM
From: Paul Engel	Respond to of 1576881

Maxwell - re: "So BACK OFF INTEL. Let's not cut the price anymore and make some good money." Sounds like your confidence is a bit shakey ! Intel will be CUTTING Prices around October 25 - and AMD will follow. Intel is passing along its cost reductions to consumers. AMD should not worry about profits - their mission is to sell below Intel's pricing. Leave profits to those corporations who know how to make them. (Penny profits, of course, excluded). Paul

To: Maxwell who wrote (38578)	10/7/1998 11:02:00 AM
From: Joey Smith	Read Replies (2) \| Respond to of 1576881

Maxwell, actually things get a lot tougher for AMD here on out. AMD is now entering a period where they are DEMAND constrained. Even Jerry admits this. This is a much tougher problem to solve than any manufacturing problem. How is AMD going to pay for a new Fab? new product development? This is the wrong industry to be demand constrained. If Jerry's business model is based on selling 25M units in 1999, then good luck to AMD investors because that basically amounts to a suicide mission! AMD has basically one "free" quarter left to make a little bit of money, and then Intel will turn up the heat once again in early 1999 with an arsenal of new products. joey

To: Maxwell who wrote (38578)	10/7/1998 11:10:00 AM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 1576881

Hi Maxwell , did anyone post the Celeron A die size that jerry quoted? According to the CC it is 150 mm or roughly twice the die size of K6-2 that makes it very difficult for Intel to match AMD's prices on the low end . Correct me if I am wrong (as I was on the ASPs) but isn't the K6-3 cost around $35 , which would make Celeron approx $70 . Brian