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

To: Dan3 who wrote (75268)	10/13/1999 12:37:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1578034

<There were only few hundred K of Athlons available in Q3, and only towards the end of the quarter. I expect the Athlon effect to be strictly a Q4 and later phenomenon.> OK, how do you explain the PIII ASPs? (retail prices are available from Pricewatch as you know) IMHO, Intel had to make a choice - cede marketshare or drop ASPs. Data so far indicates that they have opted for the latter. If AMD can stay a speed grade or two ahead, at some point, Intel's current strategy will stop working and come back to haunt them. If Intel can keep up or take the lead back on the speed grade issue, the current strategy would be the correct strategy.