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Politics : Formerly About Advanced Micro Devices

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To: steve harris who wrote (68743)8/13/1999 3:58:00 PM
From: Charles R  Read Replies (1) of 1573333
 
steve,

<I agree with you Charles, INTC is cutting prices for a reason and I don't think it's because they want to.
But, the price cutting isn't helping AMD either.>

When there is competition prices drop. I wouldn't come to the conclusion that price cutting isn't helping AMD. At current price levels there is plenty of money to be made. Currently the price cuts are hurting only Intel and not AMD. I wouldn't start worrying about AMD unless this get ugly.

<Why is INTC dropping their prices and producing stripped cpu's? >

They have a temporary setback because they did not execute on CuMine on time and that is what is causing the grief on the pricing side.
Because of the segmentation strategy they have to support both PIII and Celeron.

Actually Xeon is getting to be more interesting (more pathetic from Intel's view point). It has been running a speedgrade behind the mainstream PIII. Ripe for AMD to pick a few sockets.

Chuck
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