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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (83972)	12/22/1999 4:18:00 PM
From: tejek	Read Replies (1) of 1572434

RE My new point is that most of those 800K (or 1.2M) Athlons are in the high-end. And even a small presence like that is creating a lot of high-end demand since the MHz envelope has now been pushed further out. So Intel in its paranoia has to pull in schedules and ramp Coppermine speeds and unit production faster than expected thanks to AMD's token presence in the high-end. And now even the marketing guys at Intel feel compelled to make AMD-style "phantom releases." Tench, your latest comments are so off the wall that I can't believe its you posting. First demand is greatest at the low end. Two, it is cumine's yields causing intc's problems and not AMD. Three, intc is jumping up on its launch schedules because its image is hurting since AMD is number one in MHz speed. All of the above can be confirmed by looking at any of the major news sources for the past 3-4 weeks. Many analysts are confirming the same. What you say does not jive with the news nor comments from intc's major OEMs nor the evidence in the marketplace. ted

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