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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (63478)6/26/1999 12:28:00 PM
From: Elmer  Read Replies (2) of 1582754
 
Re: "Fact is that AMD can't ship anywhere near enough K7 to do any damage to Intel in terms of market share, probably for the next nine months at least. Given that this is the case, AMD woud be stupid to charge any less for the K7 than they can realistically get for it. Starting a price war is the kind of thing you do when you want to gain market share, and AMD is in no position to take significant market share with the K7 for quite a while."

Kevin - Your argument would hold for any company other than AMD. It is the honest opinion of many that AMD's only goal is not to make the best business decisions, but rather to do whatever they can to damage Intel. The simplest explanation is usually the best one and this premise does far and away the best job of explaining the behavior of AMD for a good many years and it will continue to do so on into the future, as long as Jerry is at the helm. You think we're joking when we say this but we're not. What Intel really needs to worry about is that someone else will recognize the potential of the K7 and somehow take Jerry out of the equation.

EP
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