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

To: Epinephrine who wrote (96494)	3/3/2000 2:17:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1571785

Epinephrene, <Even if they were already binning these speed grades this kind of a launch and the logistics involved will be rushed and will lead to the potential for a snafu.> You are right in the sense that the risk does go up. I though AMD would skip 850 and go to 900 to avoid the rapid churn. They had the capability and such a move could have helped do this launch a little better. I give AMD marketing/management a low grade for not going the 100MHz increment route and not gauging how desperate Intel is. This is the lack of the "killer instinct" I have mentioned before. <Up until now AMD has taken a conservative approach that has led to a certain "stride" that I think it would be a mistake to break.> This is little bit of hurried stuff but I guess it is safe to say that AMD will benefit with Intel doing the dumb thing of playing into AMD's strength. Intel will most likely pay for it with continuing availability fiascos and possibly take a hit on ASPs. (the limited launch "1G to consumers only until June" helps availability but could do some serious damage to the segmentation - gives AMD more of chance to break into commercial SKUs) Chuck