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

To: Maxwell who wrote (39736)	10/20/1998 9:18:00 PM
From: Tenchusatsu	Respond to of 1574282

<Yes, AMD has a lot to lose. #1) Capacity #2) Market share #3) Sales on K6-2 #4) New OEMs (since AMD can't make enough) Do you really think AMD can get $200 ASP from OEMs? Absolutely not. OEMs using AMD because it is cheaper.> Then wouldn't all these challenges apply even more to the K7? And if capacity is an issue, and AMD is reluctant to give up its bread-n-butter retail market, then when will AMD have the capacity to push ahead in 1999? When the Dresden fab cranks up? Will AMD have to call IBM again? Tenchusatsu