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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (36836)	9/9/1998 10:02:00 AM
From: Maxwell	Read Replies (2) of 1570623

Yousef: <<Guess Intel hasn't "mistepped".>> Yes they have made plenty. You just don't think about it. #1) Intel (or I would say Andy) missed the sub $1000 market totally and was late to introduce the Celeron. #2) The first Celeron was a failure. #3) Intel abandoned Slot1 in favor of socket 370 on Celeron systems. techweb.com #4) Intel is very late to introduce their 3DNOW CPU. #5) Intel had to go to larger silicon area to compete with K6-2. #6) Intel is late to introduce the 300MHz notebook. AMD has had the K6-300 introduced 2 months ago. #7) Intel allowed AMD to penetrate the retail market. In less than 1 year AMD has gone from 0% to 38%. #8) Intel reported lower in unit CPU sold Q2 compared to Q1. #9) Intel miscalculated the demand of PII-266 and PII-300. Thus AMD is picking up the lack in that area. #10) CeleronA is not quite fully ramp (probably you took too much vacation time instead of helping out in the photo room) and there is a big shortage of CeleronA. Thus AMD is again picking up the slack. #11) MMX is a big blow in Intel face. As a friendly advice, you should cover your AMD shorts quickly. Very big news are coming. Maxwell

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