To: Tenchusatsu who wrote (88604 ) 1/20/2000 5:55:00 PM From: tejek Read Replies (1) | Respond to
Actually, I'd probably change the wording of your sentence to "Vendors will be using the Athlon because ..." I already mentioned in the INTC thread that system vendors can't just switch between Intel and AMD on a moment's notice. Perhaps in Q4, vendors underordered on Athlons and overordered on Pentium IIIs. That probably contributed to the impression that Intel was having production problems with Coppermine. .That would mean that in Q1, vendors will be ordering more from AMD than before, now that AMD is building up a good reputation for themselves. But that still wouldn't explain why huge price drops are necessary. Maybe AMD just doesn't want to leave anything to chance here. Thus, in order to build a good repute with their customers, and to ensure that there will be enough demand when Dresden comes on-line, they'd drop prices like mad. Unfortunately, that could draw a competitive response from Intel, at least after Intel fills their backlog of orders. Then the Joe Osha nightmare scene could become a reality, with a devastating price war occurring on the high-end.
