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

To: Brian Hutcheson who wrote (44871)	1/5/1999 1:04:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1570744

<Celeron down to $55 cost , good for them ... That's still 60% more than AMD . Obviously the difference is that AMD from square one specifically designed a chip that would be cheaper to make .> Brian, I keep hearing this mantra chanted over and over again. "AMD has smaller die sizes; therefore, they must be making more money." Ah, but if die size were the whole game, AMD would have won a long time ago. <AMD's plan was based on the $100 chip to provide the funds neccessary for break even revenue and then offer some higher end products to produce the real profitability .> It doesn't look like they'll even reach the $100 ASP this quarter. Hopefully AMD can make up for it in volume. If not, AMD might fall a few points as people get turned off from lack of a significant earnings "surprise." Tenchusatsu