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

To: Mani1 who wrote (95523)	2/28/2000 2:12:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1573887

Mani, <Segmentation has more to do with price than MHz. AMD has a product across all price points and is competitive.> I just responded to Paul on this. AMD could dump prices on low-end Athlons and flood the market. That would hurt AMD's margins and do damage to Intel. Not quite a desirable outcome. < It would be nice if Spitfire was already here but the Athlon core is expanding as fast as the infrastructure can support it. > Well, I think AMD could have done more on the infrastructure side if the goal was to migrate out of K6s faster. For reasons beyond comprehension to me K6 was being touted as a product to go into 2001 (and more recently into Q3). IMHO, the thinking that drove that strategy was not properly thought out. The Athlon ramp so far has been far more leisurely than it should have been. Just watch how fast Intel is trying to ramp Intel is trying to ramp Wilamette. (there is something to be said about the "only the paranoid survive" motto) Chuck