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

To: kash johal who wrote (109636)	5/7/2000 12:02:00 PM
From: Alighieri	Respond to of 1576346

<then they will have enough high end margins to use timna to crush AMD's low end.> The word "crush" seems too extreme and binary. Have you considered what AMD's "low end" will be in 4Q? And what effect a scorched earth strategy would have on Intel's own low end? What if Timna is handicapped by its own high level of integration? Could Timna's upgradability constraints turn out to be a potent un-marketing tool. <IMHO Intel is a fierce competitor and should not be taken lightly.> AMD has shown us its own brand of fierceness and should not be taken lightly either. Al