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

To: SteveC who wrote (46318)	1/17/1999 2:06:00 AM
From: Tenchusatsu	Respond to of 1573718

<Congrads on the your earnings estimates. Despite fierce competition with Intel on low end desktops, how much revenue do you expect AMD to generate from any entirely new platform for the K-6, the laptop? I've seen many adds recently promoting Compaq laptop with a K-6 at affordable prices. There are millions of people with older PCs at home that want to upgrade, and now might chose a laptop with an AMD processor -- something they would have never considered before when quality laptops cost around $3,000.> If there's one market that AMD should really be chasing after, it's the mobile market. Thanks to rapidly dropping prices all across the retail market, notebook computers are quickly changing from a luxury into a mainstream product. Heck, I even bought my sister a laptop for Christmas at $1400. It was an IBM Thinkpad with a 266 MHz Pentium MMX and an active-matrix display. On the other hand, I think AMD is very worried that Intel wants to introduce a mobile Celeron. In the past, AMD had the luxury of pricing their mobile K6 processors above $200 and still being able to undercut Intel's mobile Pentium II. That will definitely change once the mobile Celeron is released, and for this very reason, it's impossible to predict how much revenue AMD can generate from the mobile K6. But I think AMD has done pretty well in the mobile arena so far. This can only help AMD as it tries to shake its reputation that its processors are only good for the sub-$1000 retail market. And like you said, it doesn't hurt to have the added visibility from the full-page ads or the CompUSA shelves featuring AMD processors. Tenchusatsu