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

To: Kevin K. Spurway who wrote (58937)	5/20/1999 9:30:00 AM
From: Scumbria	Read Replies (2) \| Respond to of 1583396

Kevin, If we're all agreeing that the marginal cost of a Celeron is likely to be between $20 and $30 The Intellabees have successfully diverted this discussion into legalism and semantics. The point I have been trying to make is that Intel can not survive in it's current form selling CPUs for $80. The overhead of the company is much too high. Scumbria

To: Kevin K. Spurway who wrote (58937)	5/20/1999 1:32:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1583396

Kevin - Re: "If we're all agreeing that the marginal cost of a Celeron is likely to be between $20 and $30, do you REALLY think the marginal cost of a K6-2 is $52 to $76? " I don't know what the marginal cost is, frankly. I do know that AMD's die yields are in the neighborhood of only 34% for the K6-2 line. What I ALSO KNOW is that AMD posted a LOSS of $128 Million last quarter and that their CHEAPU selling prices are plummeting THIS QUARTER. This all points to another "healthy" loss for AMD - and loss of market share. Paul