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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (46711)	1/20/1999 1:24:00 PM
From: Tenchusatsu	Read Replies (2) of 1572099

<I disagree. Intel carefully manages their product pricing to inflict maximum pain on their competitors. AMD and Cyrix are in a position where they are forced to ramp product at an extremely aggressive rate. The slightest deviation from their marketing ramp appears to be a disaster from the outside.> Here we go again. Rather than give you the same old Michael Jordan analogy, I give you this quote: "When you operate at break-even, problems become magnified," LaFountain said. "What was the effect of Intel's delay of its 450-MHz Xeon processors? You never saw it." Message 7327660 The very core of AMD's business model focuses on lower margins and greater market share. It's no wonder that every hiccup in execution is going to be exaggerated. Meanwhile, Intel releases Mendocino one quarter early and ramps up its speed to 366 and 400 MHz faster than AMD can even release the K6-3. Here's another quote, this one from a movie which I think was called Higher Learning. Forgive me if I mangle this quote: "What happens when you are up against a runner who is stronger than you, more athletic than you, and trains harder than you? What do you do? "You run faster." Tenchusatsu

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