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

To: Jim McMannis who wrote (99154)	3/20/2000 8:03:00 PM
From: hmaly	Read Replies (2) \| Respond to of 1575781

Jim Re...<<<RE:"I don't buy it. Last year Intel kept huge price premiums on the top frequency, and prices tailed off spectacularly at 50 MHz less (where K6 showed up.) I suspect that AMD will pummel Intel in the same way with the top 3 speed grades of Athlon." >>>>>> Jim, isn't it possible that Elmer wasn't lying about all those Coppermines. Maybe there really is a surplus of lower mhz PIII except Intel is witholding a certain amount until Dresden because AMD is capacity limited and Intel can maximize income by creating a shortage; ala OPEC. Before Athlon' Intel made money on its monopoly. After Athlon, Intel can make money on shortages until Willy and then try to get market share back.