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

To: Epinephrine who wrote (96538)	3/4/2000 12:10:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571808

Epinephrene, <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.> All I have to say is that the consumer segment would have gone through significantly less churn if AMD has gone the 100MHz increment route since 800. The rapid introduction of speed grades that we are seeing now is not good for the industry. Look at at from channel perspective - how will the channel absorb 800/850/900/950/1000 in a span of 2 months (January 8th to March 8th - approximate dates). This would have been much smoother 800/900/1G if it had been done right. <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 :)> AMD will most likely benefit here in the short-term but the way the speed ramp is being done I see some scope for OEM being seriously pissed off at Intel and AMD. This industry is being shaken up as it has never been before and there is going to be fallout for sure. Chuck