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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: combjelly who wrote (50179)8/7/2001 3:29:26 PM
From: dale_laroyRead Replies (2) of 275872
 
>Remember that Intel does have a fallback position if the P4 push doesn't pan out, Tualatin. So it's not like they are burning all their bridges. I guess Intel is trying to get past the corporate attitude of "just say no" to the P4 by cutting off all alternatives. I know I would be concerned that my premier product only accounted for less than 10% of my unit sales almost a year after introduction.<

Actually, Tualatin provides the perfect opportunity to get IT managers to move to P4 without discontuing PIII. Cautious IT managers will insist on validating the new Tualatin core before using it, since it requires new mobos. All Intel has to do is discontinue Coppermine, thus forcing IT into a new validation cycle. And most IT departments would choose to validate P4 instead of Tualatin.
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