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

To: Charles R who wrote (75346)	10/13/1999 12:42:00 PM
From: tejek	Respond to of 1572942

RE <<<Nope. That was not odd. It was the same pair doing the earnings call last quarter.>>> Probably Barrett goes fly fishing instead. Well the markets finally seem to be tanking....Dow down 100 pts. I took your lead and moved some stuff to cash this AM. I was trying to squeeze out a little more profit but this market just does not want to cooperate. ted

To: Charles R who wrote (75346)	10/13/1999 12:52:00 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1572942

Segmentation Strategy IS AMD's best friend The best messege out from Intel's Q3 is that Intel intends to maintain its Segmentation Strategy. Bryant was on CNBC's Business Center, reiterateed that Intel will keep the difference between value and performance segments and price them accordingly. In essence, Intel choses to concede a certain portion of high end market share to AMD by not trashing high end ASP. It is smart and rational for Intel. Even better for AMD. Segmentation Strategy almost killed AMD when K6x were AMD's only product portfolio; with Athlon coming along, long live the Segmentation pricing.