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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (93090)2/14/2000 7:46:00 PM
From: Gopher Broke  Read Replies (2) of 1576801
 
PB, <<Intel still has price as a weapon before that happens>>

I am surprised you say that, given the supply position. I know Intel now have a lot more of the 800 (and presumably 900/1Gig chips) being produced, but there are just too many of those 600/700 MHz "byproducts" being produced as well aren't there? If we can believe the reports that ALL AMDs slow Athlons are really 750s being downbinned then where does that leave Intel if they start a price war, assuming that AMD would counter by pushing up the MHz sweet spot to maintain their ASPs? Intel's "demand constraint" will kick in again don't you think?
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