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

To: hmaly who wrote (99156)	3/20/2000 8:06:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1575800

hmaly, Why would Intel risk upsetting their customers and giving AMD a window into the corporate market space? I think Intel is running as fast as they can to stay within shouting distance of AMD. Scumbria

To: hmaly who wrote (99156)	3/20/2000 9:11:00 PM
From: Jim McMannis	Respond to of 1575800

RE:"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." I don't think intel is dumb enough to stockpile any chip, much less low speed Coppermines. OTOH, I don't know who said it first but I wouldn't be surprised if Intel is has a lot of mid-lower speed Coppermines to shove on the market. Jim