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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (101343)	3/31/2000 5:22:00 PM
From: 5dave22	Read Replies (2) of 1570682

Scumbria, people have been asking about what role Spitfire, Celeron, Timna will play. It's obviously very arbitrary and anyone's guess at this point. My take is that AMD feels that they no longer have to play by the price points that INTC has created. AMD will now have a cheap, good and great line. They can drop the "cheap" line when Spitfire succeeds. For the first time they raised the standard. They did it will the Athlon and increased the sweetspot successfully. ANALysts are still in denial. Now they will raise the sweetspot on the low end, also. But all this talk about what will compete with what seems to be a thing of the past, IMO. AMD now sets the standards. And they have the Fab space (and cores) to do it. Especially since it won't be going towards X-Box! Are you still concerned with 3DNow!? Dave

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