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

To: Tenchusatsu who wrote (90255)	1/28/2000 5:00:00 PM
From: xun	Respond to of 1571648

Tenchusatsu, <AMD is lowering prices like crazy across their entire Athlon line. AMD is clearly demand-limited (or at least not as supply-limited as Intel). That means not as many people are moving from Pentium III to Athlon, despite the shortage of supply on Intel's end.> It's true at this moment. It reenforces my view that AMD needs to recoup its investment ASAP AMAP. Its current pricing strategy serves that purpose. And it's making money along the way. It's not AMD waging a price war. It's Intel incompetent to satisfy its customers. <If AMD really had an ace in the hole, they'd play it right now so that they wouldn't have to lower prices. They should realize that this window of opportunity that Intel left open for them isn't going to stay open forever. That means AMD should really introduce the higher speed grades and take as much advantage of it as possible before Intel regains the lead.> I am lost here. Enlighten me in dollor's sense. Intel has not announced its 850, has it? When you play poker, you always hide your ace until you are sure to win your hand with a huge pot. <I realize this is a hard concept to grasp for all you AMD supporters who can't even grasp the possibility that Intel will come back with a vengeance. But I think Maxwell put it best, and as a guy who's seen both sides of the fence, he should have even more credibility that I would. AMD should have a strong showing for 2000, but Willamette will mark the end. And the later AMD plays its ace-in-the-hole (if AMD even has one), the smaller the ROI will be.> It seams to me the Maxwell guy is a smart investor. But he doesn't own INTC, does he? AMD does not have to make Intel's money in order to keep it advance and keep its investors happy. Your claim to Intel superior-in-the-future reminds of the tune in the CNET article I just posted. Intel should have a much better product portfolio than AMD. There is no execuse. But it is not NOW, not in 2000! Regards, panic

To: Tenchusatsu who wrote (90255)	1/28/2000 5:05:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571648

I realize this is a hard concept to grasp for all you AMD supporters who can't even grasp the possibility that Intel will come back with a vengeance. But I think Maxwell put it best, and as a guy who's seen both sides of the fence, he should have even more credibility that I would. AMD should have a strong showing for 2000, but Willamette will mark the end. And the later AMD plays its ace-in-the-hole (if AMD even has one), the smaller the ROI will be. Tenchusatsu, its this kind of presumptive attitude that Intel knows what's happening is what got Intel into its current mess. I really don't believe AMD's engineering staff is sitting back, hoping that Intel doesn't come up with something better than the Athlon. I also don't think Via is relying on the fact that its overhead costs are less than Intel's and has gone off fishing. Both Via and AMD know what its like to be on the bottom and they also know that to get off the bottom requires constant diligence and effort. Its why little guys beat out the fat cats in an upset victory. Its why Intel needs to be concerned....no even stronger than that, a little afraid. Its why AMD and Via are becoming friends. ted