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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (108722)5/1/2000 12:07:00 AM
From: tejek  Read Replies (1) of 1574848
 
<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


Chuck,

I don't diagree with you that this is an opportunity of which AMD needs to take full advantage. But how do you know that AMD is not ramping up as fast as they can?

You made a qualitative judgment...is it based on information to which you are privy, or is a gut reaction based on your experience?

ted
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