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

To: steve harris who wrote (90919)	2/1/2000 3:33:00 PM
From: Jim McMannis	Respond to of 1572771

RE:"AMD has been stockpiling 1000mhz Athlons, so they should announce NOW!"... I agree, stockpiling is stupid. Launch now...(notice I said release, not announce, big difference, especially for Intel) Jim

To: steve harris who wrote (90919)	2/1/2000 5:35:00 PM
From: Gopher Broke	Read Replies (2) \| Respond to of 1572771

Steve, <<AMD has been stockpiling 1000mhz Athlons, so they should announce NOW!>> I am not convinced of that. It might be comforting to see AMD clearly ahead in the MHz race but I think that pushing up the speed too quickly would be destructive for the CPU market as a whole. The bulk of AMD's revenue is still coming from the 500MHz range. Pushing Athlon too hard could cause overall revenues to drop. Athlon is doing a great job of keeping Intel's pricing honest (no more celeron dumping) so that AMD can really milk the K6-2 cash cow while it still lives.