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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (71048)	9/4/1999 8:02:00 PM
From: Charles R	Read Replies (2) of 1574854

Ten, PB, <<"It's the volumes, stupid!" There's no way AMD can afford to sandbag the numbers when their volumes are so low and demand is so high. Given that they can't produce more than 200K or 300K Athlons this quarter, I'm sure that AMD will find more than that many people who are willing to buy the fastest speed possible, even if it costs hundreds of dollars more.> Exactly. AMD has to generate cash to stay afloat. The notion that AMD is playing some game with clock speeds is ludicrous. They're shipping every thing they make at the highest speed grade they can generate.> What benefit would AMD get by being too far ahead of Intel on speed grades? Whether they are sandbagging or not is a good debate but, assuming they can sandbag, the benefit is in sandbagging. Just think about it - If AMD has K7-700 today, would it price it higher than $800+ tag that they currently have on K7-650? There will come a point in time the answer would be different. For now, if they can, why would AMD not sandbag? I would likt to hear your thoughts. Chuck

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