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

To: Scumbria who wrote (56179)	4/24/1999 4:35:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1571415

<The K6 family can use any integrated Socket 7 chipset. As always, the key to the success of the K6 family is MHz. Whitney doesn't change that.> Wrong. The key to the success of the K6 was its low, low prices, which helped win marketshare against Intel, but this was also the key to AMD's lack of profits. AMD will be driven out of the low-end market not because of any lack of integrated Super 7 chipsets, but because AMD will not be able to make any money in this low-end. For every Whitney platform, Intel gets to sell both a Celeron and a Whitney chipset. Margins are thin, but Intel can make up for it in volume. But for every integrated Super 7 platform, AMD only gets to sell a K6-2 at dirt-cheap prices. Margins are thin, and AMD can't make up for it in volume. Why else do you think I keep saying that AMD's only hope of making money is to move out of the low-end and into the K6-III and K7? This is how AMD will be driven out of the low-end market. Tenchusatsu