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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (108712)4/30/2000 11:46:00 PM
From: Charles R  Read Replies (2) of 1574629
 
Ted,

<what do you mean "not being done as aggressively"? >

AMD's opportunity with Athlon is fleeting - in the sense that barring major breakdown at Intel it will be a *very* long a time before AMD has the kind of advantage it does today. And, without compelling product advantage it is much tougher to gain market share.

This should be balls to the walls time at AMD. Build massive amount of product, as much as the fabs permit, hold it at die bank to keep the inventory costs low and do a scorched earth policy on pricing to gain market share.

I would advocate sizeable amounts of inventory at die bank so that the company would not be hand-to-mouth on the product and also do whatever is necessary so that there would not be any limitations on the infrastructure side.

Chuck

P.S.: I am not advocating loss-leadership here, I am advocating a faster move to K7s and higher discounts on Athlons to increase penetration.
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