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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: EricRR who wrote (4793)	8/13/2000 12:18:42 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Ratbert, Interesting. When Intel launched the P-Pro, they didn't target it to home consumers, but rather to workstation and business types and who form intel's most profitable end users. But now we have little speed blazer Willy, which is "perfect" for the Xmas season, but that intel doesn't think would help a workstation user. If I make the daring assumption that intel continues to desire the highest possible ASP's, what does such market segmentation hint about the performance of the chip? U have a different theory. There are 2 parts of the market for Intel, the one where Intel competes with AMD, and the one where it doesn't. The whole corporate market has been off limits to AMD. Now if the customers in "protected" market have no choice other than Intel, why should Intel waste the scarce high clock speed Piiis or P4s? All they get is Piii 600 through 733, and the big guns are reserved for the competitive market. That's why the rare 1 GHz chips were targeted to consumer market. And that is the same reason why P4s are targeted to consumer market. Joe