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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (67874)	8/6/1999 9:21:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575627

<People expect a lot more out of Intel than from AMD and their respective valuations reflect that.> Either way, AMD's future is more in AMD's own hands than Intel's. <If you haven't noticed the difference between a typical Intel Microprocessor launch and the current PIII-600 launch then either you are too green about Intel launches or you aren't keeping up with what is happening in the market.> I don't get it. The only thing I can think of is the fact that the price of Intel's latest-n-greatest at its intro is lower than the price of previous top-of-the-line intros. Should that bother me? As a consumer, definitely not; otherwise, I would have gone with a Pentium III 550 MHz. Should it bother me as an Intel engineer and investor? Not really. I trust that even at these lower prices, the margins won't be affected. <This kind of FUD should be coming from marketing guys and not engineers. Industry sources will tell you AMD is yielding north of 700MHz today without problems.> Chuck, if you're not going to give me the benefit of the doubt regarding Athlon stability issues, why should I give you the benefit of the doubt regarding your "industry sources"? Tenchusatsu

To: Charles R who wrote (67874)	8/8/1999 7:33:00 AM
From: Process Boy	Respond to of 1575627

Charles - <Are you naive enough to believe that Intel will risk Christmas sales (per Intel's own admission if you care to go back and check my postings from yesterday) to please some OEMs who not nimble enough to support phased introduction?> Pfft. There are probably marketing reason's also for a big splash launch. I would think the October "pull-in" for the desktop part is a much bigger deal than a 2-4 week "delay" for the Mobile part. I find it odd the story is delay for mobile part rather than pull-in for desktop part. Charles, weren't you prognosticating a scant few weeks ago that you didn't see how Intel could get Coppermine to market for Christmas? I believe you said something like, "if [Intel] is able to do it, I've learned a powerful lesson." Regardless, as an Intellabee, I'm ecstatic that Coppermine will be on the shelves for Christmas. BTW, I have no visibility on what "the real story" is on the mobile part in regard to what the interaction is between Intel and the OEM's. PB