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Politics : Formerly About Advanced Micro Devices

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To: xun who wrote (90252)	1/28/2000 4:43:00 PM
From: Tenchusatsu	Read Replies (2) of 1571680

Panic, AMD is lowering prices like crazy across their entire Athlon line. AMD is clearly demand-limited (or at least not as supply-limited as Intel). That means not as many people are moving from Pentium III to Athlon, despite the shortage of supply on Intel's end. If AMD really had an ace in the hole, they'd play it right now so that they wouldn't have to lower prices. They should realize that this window of opportunity that Intel left open for them isn't going to stay open forever. That means AMD should really introduce the higher speed grades and take as much advantage of it as possible before Intel regains the lead. I realize this is a hard concept to grasp for all you AMD supporters who can't even grasp the possibility that Intel will come back with a vengeance. But I think Maxwell put it best, and as a guy who's seen both sides of the fence, he should have even more credibility that I would. AMD should have a strong showing for 2000, but Willamette will mark the end. And the later AMD plays its ace-in-the-hole (if AMD even has one), the smaller the ROI will be. Tenchusatsu

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