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

To: Gary Ng who wrote (59692)	5/26/1999 10:18:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1572630

Gary, Re <<Bad scenario for AMD, IMO. By end of this year, they will hand over the sub-1000 market to Intel and the target market for K7 is according to the report, trending to soft demand.>> What in the world are you talking about? Are you saying that AMD will be the supplier for high end and Intel will be the sub $1000 supplier? WRONG! AMD's main product will be the K6III at 0.18 and K62. K62 will be phased out toward the year 2000. At that time K6III will be the main chip. The volume of K7 will not surpass that of K6 anytime soon. K7 hopefully will provide nice margins by commanding a higher ASP (~$400). The fact that Celeron is eating into the PIII sales is good for AMD, becasue it deters Intel from further price cuts of Celeron which competes with AMD. Mani