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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (67874)8/6/1999 9:21:00 PM
From: Tenchusatsu  Read Replies (1) of 1575784
 
<People expect a lot more out of Intel than from AMD and their respective valuations reflect that.>

Either way, AMD's future is more in AMD's own hands than Intel's.

<If you haven't noticed the difference between a typical Intel Microprocessor launch and the current PIII-600 launch then either you are too green about Intel launches or you aren't keeping up with what is happening in the market.>

I don't get it. The only thing I can think of is the fact that the price of Intel's latest-n-greatest at its intro is lower than the price of previous top-of-the-line intros. Should that bother me? As a consumer, definitely not; otherwise, I would have gone with a Pentium III 550 MHz. Should it bother me as an Intel engineer and investor? Not really. I trust that even at these lower prices, the margins won't be affected.

<This kind of FUD should be coming from marketing guys and not engineers. Industry sources will tell you AMD is yielding north of 700MHz today without problems.>

Chuck, if you're not going to give me the benefit of the doubt regarding Athlon stability issues, why should I give you the benefit of the doubt regarding your "industry sources"?

Tenchusatsu
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