Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (56420)	4/26/1999 3:30:00 PM
From: Jim McMannis	Read Replies (1) of 1571744

It really doesn't affect AMD at all. They shipped all they could make. What did happen is that Intel sold a bunch of Celerons a lot cheaper than they had too because they didn't know about AMDs process problem. Really can't blame Intel. They probably did gain back some lost market share. All of it? I doubt it. AMD has likely started to gain some of their lost ground back in the last month. Just seems like this Otellini character is under pressure to keep a nice spin on things and keep his job. The more I think about it, the whitney is a nice plus for Intel. The large boxmakers will like it, for a while. They PC price bar will be lowered and their margins end up about the same. Might hurt AMD some. Jim

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