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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (63563)6/28/1999 2:27:00 AM
From: Paul Engel  Read Replies (1) of 1571675
 
Jimbo - Re: "Well, something tells me that AMD is going to try like heck to get those Tier 2 and 3 OEMS back. How are they going to do it?
Why...drop their prices on the K6-2s to an average of under $60 a chip. Blow out that inventory"

It ain't gonna work !

AMD may unload those Kdawg 62's at cheapo-cheapo prices, but those sales are going to go to existing customers - not the LOST customers.

The LOST customers that bought Celerons instead have filled their inventory pipelines with Socket 370 motherboards and most likely will be stocking the new i810 motherboards. Very few are going to rejigger their product plans just to save a few bucks on the Cheapo Kdawg parts.

These guys have been SCREWED by AMD on DELIVERY - and that they will remember for a LONG TIME.

These guys know that the athLATE 7 is still a pipe dream - so why comitt to a flaky supplier that already burned them once?

Paul
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