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

To: Gopher Broke who wrote (88996)	1/22/2000 5:22:00 PM
From: Process Boy	Respond to of 1571766

Gopher - <And what will happen to all the then redundant PIII 600s? To compete at the high end Intel will have to overproduce them and then scrap them to maintain their market segmentation. Either that or selectively sell them off to OEMs chosen because they supply only the home market and not business (like eMachines?) which would then upset any OEMs selling celerons against these cheap PIIIs.> This is not a problem. You make assumptions with this scenario which in reality don't exist. The immediate concern is capacity, which is incrementally being addressed. <The problem is that the target is moving. AMD are refining the Athlon and by the end of Q1 the MHz bar will have moved again. We will be talking about Intel having supply issues with 900 MHz or 1GHz cumines.> Going forward, the supply issues should abate, as 5 fabs will be online by the end of the Q. PB