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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (90255)	1/28/2000 5:00:00 PM
From: xun	of 1582134

Tenchusatsu, <AMD is lowering prices like crazy across their entire Athlon line. AMD is clearly demand-limited (or at least not as supply-limited as Intel). That means not as many people are moving from Pentium III to Athlon, despite the shortage of supply on Intel's end.> It's true at this moment. It reenforces my view that AMD needs to recoup its investment ASAP AMAP. Its current pricing strategy serves that purpose. And it's making money along the way. It's not AMD waging a price war. It's Intel incompetent to satisfy its customers. <If AMD really had an ace in the hole, they'd play it right now so that they wouldn't have to lower prices. They should realize that this window of opportunity that Intel left open for them isn't going to stay open forever. That means AMD should really introduce the higher speed grades and take as much advantage of it as possible before Intel regains the lead.> I am lost here. Enlighten me in dollor's sense. Intel has not announced its 850, has it? When you play poker, you always hide your ace until you are sure to win your hand with a huge pot. <I realize this is a hard concept to grasp for all you AMD supporters who can't even grasp the possibility that Intel will come back with a vengeance. But I think Maxwell put it best, and as a guy who's seen both sides of the fence, he should have even more credibility that I would. AMD should have a strong showing for 2000, but Willamette will mark the end. And the later AMD plays its ace-in-the-hole (if AMD even has one), the smaller the ROI will be.> It seams to me the Maxwell guy is a smart investor. But he doesn't own INTC, does he? AMD does not have to make Intel's money in order to keep it advance and keep its investors happy. Your claim to Intel superior-in-the-future reminds of the tune in the CNET article I just posted. Intel should have a much better product portfolio than AMD. There is no execuse. But it is not NOW, not in 2000! Regards, panic

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