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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (67911)8/8/1999 5:42:00 PM
From: Mani1  Read Replies (1) of 1577078
 
Pual Re <<The K7 may get a bad rap for INCOMPATABILITY - as a guy named WINDSOCK suggested when he noticed that the laughALONs don't have the Microsoft Windows Compatability Logo.
And we all know, the Internet is a great place to "alert" folks to incompatability problems.>>

You are now really reaching! I understand you being anxious!

1. Athlon coming tomorrow from major tier one OEMs
2. MHz above Intel's best coming
3. Considerable performance premium over Intel's best at same MHz.
4. 25% below PIII, which is still plenty for AMD and its corresponding market cap.
5. If Intel's respond by price cuts, it will significantly, undeniably hurt them, their ASP's, profit margins and their shareholder. No segmentation strategy to the rescue here!

Oh yeah, "The K7 may get a bad rap for INCOMPATABILITY" and "the Internet is a great place to "alert" folks to incompatibility". I guess Intel got nothing to worry about.

Mani

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