Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Kevin K. Spurway who wrote (85556)	1/6/2000 3:14:00 PM
From: Process Boy	Read Replies (2) of 1573243

Kevin - <One of the things they teach you in Industrial Organization 101 is that successful monopolies make sure they maintain excess capacity. It's a significant barrier to entry. Guess Intel was too stupid to figure that out--giving AMD a window with Athlon.> Minus the "successful monopoly" comment, I agree with you in the sense that it sure looks like there is a shortfall in capacity. For the .18 program I understand the current constraints. What I do not understand is all the emphasis on shortfalls of .25 PIII's and Celerons screwing up GTW's quarter. Even if one subscribes to Charles' "upselling" theory, it does not fully explain this situation, IMHO. PB

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