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Politics : Formerly About Advanced Micro Devices
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To: THE WATSONYOUTH who wrote (107123)4/20/2000 8:35:00 PM
From: kash johal  Read Replies (1) of 1573921
 
Thewatsonyouth,

I agree.

I think evrybody underestimated the current transition.

But if you think about it it is NON TRIVIAL to bring up multiple fabs with lots of new capacity without disruption.

When AMD had NO competitive product at high end this transition was easily masked by Intel using pricing to limit demand.

Thinking about it - this is a major problem of having such a huge entrenched volumes running.

regards,

Kash
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