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

To: Scot who wrote (89382)	1/25/2000 12:40:00 PM
From: Charles R	Respond to of 1580282

Scot, <I generally agree...but what about those mobile cuts? Those seemed pretty dramatic to me....although I know one view is that they are just clearing inventory for the new mobile chip with the step--whatever...power-saving technology. Although I know AMD has picked up some mobile wins..there is still a very limited supply of mobile products with AMD inside. > Looks to me like Intel was desperately holding onto the Pentium/Celeron segmentation strategy in Q4 and AMD completely demolished Intel at the low-end by coming up with high-MHz K6Ps. I think Intel had to wait till SpeedStep to reintroduce the segmentation strategy. The K6s squeaked through the CuMine disaster in Q4 but Intel is back in the saddle - as far as the laptop segment is concerned. The price cuts here should be more moderate going forward - this is one segment I expect Intel to wring out every dollar it can to offset the more brutal competitive scene on the desktop side. Chuck