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

To: Jim McMannis who wrote (81198)	11/27/1999 2:30:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1574028

Jim, <This may be true but I think you are missing the rest of the story. It is the high speed ATHLON that has caused these OEMs to move up the segmentation ladder. > My data indicates that OEMs have been asking for lower-end products but have not been getting them from Intel. (Clearly, they have also been begging for high speed CuMines but that is a more recent phenomenon and IMHO has very little to do with the latest market share numbers). IMHO, the low-end battle has nothing to do with Athlon and and everything to do with K6s and Celerons. So, as far as I can tell the move up the ASPs is not OEM initiated. So, I guess I disagree with what you say. Chuck