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

To: Tenchusatsu who wrote (39902)	10/22/1998 8:52:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1574260

Tenchusatsu The price chips will be after future price drops actually will make them cheaper than 75% of Intel's comparable clock speed chip. I would assume this is all part of AMD's "master plan", otherwise they would stick to their 25% off policy. You must read too deep into my posts because all I posted was facts. I don't see how you get "Intel die" from that, maybe that is what you are thinking, because it sure isn't what I posted. If you read one of my first posts here, you will notice that I stated there is room for both AMD and Intel in the marketplace. I don't know of anyone who would want Intel to die because AMD obviously doesn't the capacity to cater to the whole world. Note to Paul, I left a few gaps in this message for you to reply to with your typical type of post.

To: Tenchusatsu who wrote (39902)	10/23/1998 12:37:00 AM
From: kash johal	Read Replies (3) \| Respond to of 1574260

Tench, The sweet spot at AMD was going to be 350 and greater for 75% of product - per conf call. That means 75% of CPU's will have price of greater than $110. Ignoring contributions of mobile K6's. Say an average of $120/cpu with 5M CPU's shipped. That says $600M in CPU sales plus $300M in misc sales adds up to a $900M quarter. Profits should be pretty good, as fab utilization will be pretty high. So if you are an AMD shareholder you can sleep tight. If you are an Intel shareholder you should be very disturbed.....very disturbed- just imagine 400Mhz CPU's with 3dnow for around $240. Kash