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Politics : Formerly About Advanced Micro Devices
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To: Bill Jackson who wrote (84897)1/4/2000 9:13:00 AM
From: Process Boy  Read Replies (5) of 1572154
 
Bill - <The parallel to the K6 debacle and those hopes and asps is not a good one as the situation differs.>

I didn't mean to infer the K6 situation parallels the K7 situation now.

I guess my point is Intel had a response for the K6 that was appropriate, i.e., bringing the Celeron product to bear (amidst a lot of pundits scoffing all the while) with Intel's economies of scale. I therefore find it possible that Intel will continue to find answers to competitive situations, whatever they may be. E.g., I don't think too many folks were predicting that the PIII would be at 800 by the end of 99. A lot of people were predicting the PIII couldn't even get above 800. Forgive me if I take a little satisfaction in see those predictions being blown out of the water.

You do make some points relative to AMD's possible strategy to ramp the K7. I do seriously question whether the rate of the ramping scenario you propose will be steep enough to be effective in a knock out blow fashion. Just my .02.

PB
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