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

To: Paul Engel who wrote (45618)	1/12/1999 2:48:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1571636

Priest: Was that your 200K SELL block at $31.25 ? Are you done with dumping? Maxwell

To: Paul Engel who wrote (45618)	1/12/1999 2:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571636

So maybe shrinking to .18 from 154mm2 is better than shrinking from 79mm2 or 117mm2? Is this what you're saying? Jim

To: Paul Engel who wrote (45618)	1/12/1999 2:57:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571636

Re: "furthur commoditzation occurs." "This seems to be the Holy Grail of the AMDroids ! This will GUARANTEE LOSSES for AMD - as if they needed a guarantee !" --- Actually it was a Kurlakian chant. Demand proved him wrong. Sure looks like new markets will be opened by cheaper computers, the result of cheaper chips due to die shrinks. With the cheap Celeron prices, Intel has thrown margin caution to the wind, is cannibalizing the Pentium II/III in order protect market share in a market they denied even would exist just a year or two ago. On one front, they have adapted well. Down side is that 154mm2 die size... Jim

To: Paul Engel who wrote (45618)	1/12/1999 4:23:00 PM
From: Scot	Read Replies (2) \| Respond to of 1571636

Pauleron Re: "furthur commoditzation occurs." <<This seems to be the Holy Grail of the AMDroids ! This will GUARANTEE LOSSES for AMD - as if they needed a guarantee !>> I agree that overall....commoditization is not a good thing. But this is a bigger problem for Intel than AMD. Intel is the one desperately trying to distinguish the Celeron from the PII and III...and Xeon for that matter. The margins on those products are critical for Intel; AMD seems to be doing just fine with one low-priced product. If they can sell at those prices and make money, they don't have a problem. Commoditization may reduce the growth potential for AMD, but it doesn't fundamentally change the economics of the company......as it does for Intel. -Scot