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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (47623)	2/17/1999 12:29:00 PM
From: gbh	Read Replies (1) \| Respond to of 132070

When the Celerys are in the market in force, the AMD products will cut their prices. This has already happened. AMD is waiting (praying may be the better word), that their OEMs are committed enough to a second source, that they continue with K6-2 at the same price as Celeron. Intel is too high cost a producer with too high a profit margin and pe ratio to risk lowering prices aggressively. INTC is obviously the low cost producer, Mike. Think yields, yields, yields. If is this isn't INTC getting aggressive, then I'm stumped. INTC is pinning their margins hopes on differentiation. So far its worked just fine, with P2 continuing to outsell anything out there BY FAR. P3 is essentially just a P2 replacement. And once it moves to .18 micron (very quickly), it performance will sell it into the corporate space. Gary