Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charles R who wrote (96508)	3/3/2000 2:32:00 AM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 1571798

AMD confirms 1Ghz Athlon shipping in March According to AMDZone: amdzone.com AMD website confirms availability of Athlon 1Ghz chips in March www1.amd.com

To: Charles R who wrote (96508)	3/3/2000 10:13:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1571798

Chuck - RE: "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." Yup, Intel again creates the demand and AMD supplies it! The same thing happened with the PIII 800 launch.

To: Charles R who wrote (96508)	3/3/2000 10:20:00 AM
From: Epinephrine	Read Replies (1) \| Respond to of 1571798

Charles <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.> I have to differ with you there. I think that the killer instinct does not necessarily mean aggressive quick moves. AMD was slowly grinding Intel to death with the steady speed grade releases. (to the Intel longs: I am extending the killer instinct analogy not claiming Intel is going to die) The amount of pain that Intel was feeling is evidenced in this desperate 1GHz release. AMD does have the killer instinct they are just not rabid. <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> This is a very good point. Regardless of any partisan claims the Athlon has the scaling advantage and Intel has indeed played into AMD's strength. Again, good point. <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)> Yes that is why I am so upset about this launch, it is destructive and consumptive in that it damages the segmentation strategy, this damage could very well hurt much more than the temporary pop in asp's could help. This is part of why I was hoping that AMD would not respond to this bogus launch, AMD cannot afford to allow Intel to implement a "scorched earth" policy particularly in regard to segmentation, and by responding they may be falling into just such a trap. Maybe AMD will benefit in the ways that you say though, I hope that you are right :) Regards, Epinephrine