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

To: Jim McMannis who wrote (58735)	5/19/1999 11:25:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1584271

Jim, The June price cuts are the clearest indication yet that AMD has arrived - at least at the Celeron equivalent level. So, Intel can't count any more on screw-ups at the low-end. Now, let's look at the mid-range and high-end. Intel (and every other semi player that I know of) uses its leading edge products to push its low-end (e.g., you will get a good allocation of PIII-550 if you buy x-units of Celeron-350/400 or whatever). In my experience this works almost all the time. But, guess what? It is not working now. Intel is actually dropping Celeron pricing faster than any predictions that I am aware of. This most likely means that either OEMs believe in AMD at the mid-range/high-end or they are bluffing Intel into thinking that. I am inclined to think it is the former but time will tell. Intel could hope for AMD screw-ups at the high-end but the odds seems to running against them with every passing day. Chuck P.S.: And, boy, isn't AMD Japan on a tear!

To: Jim McMannis who wrote (58735)	5/19/1999 1:41:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1584271

<Will relying on AMD screw ups work forever?> Usually when your competitor is working on a very aggressive roadmap, screw-ups are to be expected. And by any measure, AMD's roadmap is very aggressive. I don't know why people on this board think that Intel is still in a "wishful thinking" mode. Intel themselves is ramping up faster than normal, including the transition from Pentium II to Pentium III and the transition to 0.18 micron technology. Yes, the accelerated price cuts are due to AMD's successes. But the accelerated price cuts are also there because Intel is able to cut prices so fast and still maintain course on profits. (Otherwise, Intel would have warned already, citing "competitive pressures.") Tenchusatsu