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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (65638)7/15/1999 10:44:00 PM
From: Charles R  Read Replies (1) of 1574092
 
PB,

<Undercutting Intel by 25% and having the hubris to believe intel wouldn't respond. Dumb.>

Me thinks the problems have more to do with over-committing and under-delivering and not the pricing plan per se. AMD was going around and pitching speed grades they couldn't deliver on the K6-2 and K6-3s. Intel seems to have taken AMD's pitch seriously responded with accelerated speed grade introduction and accelerated PIII launch. If AMD had been a little bit more careful about what they said, Intel probably wouldn't have responded as strongly as it did in Q1 99 (and to some extent in Q2 99).

There is a lot to be said about setting and managing expectations whether the company is talking to the investors or customers. And, based on what they have been doing with K7 speed grades, I think AMD management is beginning to appreciate that a little bit late. Better late than never!

Chuck
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