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: Paul Engel who wrote (40239)	10/28/1998 2:02:00 AM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1573092

Paul: <<However, the real battle is now being waged with the OEM's. Intel and AMD will compete head-to- head on performance.>> Then, what did Intel and AMD compete head to head on in the past 18 months? <<Since Intel is a hands down winner on performance, AMD's only response is to DROP THEIR PRICES.>> When Intel drops prices, does that imply AMD is a hands down winner in performance? <<And K6-2 prices are plummeting !>> True. Has the plummeting price penetrated 100 ASP? <<Sure, IBM and HP and Compaq will sell some $799 PC's with a $99 (OEM pricing) 350 MHz K6-2.>> These machines would have been powered by Intel chips has AMD been killed by INTC!! <<And the 400 MHz K6-2's will be below $199 within two weeks of their introduction.>> It could even below $199 in that time frame, but far above $100. <<The unfortunate problem for AMD is that the 400 MHs K6-2 will NOT BE a viable BUSINESS/COMMERCIAL solution - since it is uncompetitive with the Celeron and Pentium II offerings of Intel.>> It will be a sensation in comsumer retail!! Sharpy and K7 will take care business/commercial later. <<So AMD will be stuck with CPUs going into low cost - low margin - retail PCs.>> A year and half ago, your friends at Intel camp dismissed so forcefully that AMD could not even take on the retail market. Now you letdown AMD for sticking with low cost, low margin retail PCs. Then, what is the Celeron for? Are Celeron machines born somehow to "high cost, high margic retail PCs?" <<Meanwhile, Intel's Celeron is making tremendous inroads - and Intel is bringing the price down as their yields continue to improve.>> Meanwhile, AMD's K6-2 is making tremendous inroads - and AMD is bringing the price down as their yields continue to improve.