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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (97076)3/6/2000 1:09:00 PM
From: SteveC  Read Replies (1) of 1572347
 
"Looks like they can kick the lowe end to 800Mhz and kill off Intel margins next quarter."

Correct me if I'm wrong, but isn't this the same thing that Intel did to AMD 2 years ago when the K6 was released. Intel continue to ramp up the PIII when it was introduced, while AMD couldn't execute and match Intel on the high end. Consequently, the K6 was marginalized by the low end Celeron. Who is going to want to buy a 600-700 PIII when an 850-900 Athlon costs the same, particularly when Gateway and others are making the price comparison so obvious by selling like computers with only the chip different? Meanwhile consumers focusing primarily on performance will be buying 1GHz+ Athlons.

For as well as AMD has done this quarter, it's going to be nothing compared to next quarter.
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