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To: herb will who wrote (107752)	8/19/2000 7:19:06 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "If I were AMD stockholder I think I would be a little antsy. I am not sure I would blindly accept that “Volume is our vaccine against the Intel venom” All you have to do is look at the poor number of K7 processors coming out of those 2 big fabs and the numbers speak for themselves. EP

To: herb will who wrote (107752)	8/19/2000 7:24:21 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Herb, If I were AMD stockholder I think I would be a little antsy. I am not sure I would blindly accept that “Volume is our vaccine against the Intel venom”. AMD is doubling Athlon production each of the next two quarters. If they did that for two more quarters, they would have 100% of the x86 business. I'm not that concerned. ;^)) Scumbria

To: herb will who wrote (107752)	8/20/2000 12:17:03 AM
From: Tony Viola	Respond to of 186894

Herb, >Couple this with AMD's apparent yield problems and you have a potentially serious situation" I can’t see Jerry telling the analyst that there would not be a price war during the CC and a month later making drastic price cuts especially so close to the rollout of the Tbird and the Duron and with the Dresden Fab operating at less than 50%. If I were AMD stockholder I think I would be a little antsy. Au Contraire. The mod AMD thread has reached a love-in pitch not seen since the Dell thread during Dell's glory days. There's more buttering up going on over there than at a statewide Maine clambake. Now I know what's meant by a little contrarian is healthy. Tony

To: herb will who wrote (107752)	8/20/2000 6:55:30 AM
From: Gopher Broke	Respond to of 186894

I can’t see Jerry telling the analyst that there would not be a price war during the CC and a month later making drastic price cuts especially so close to the rollout of the Tbird and the Duron and with the Dresden Fab operating at less than 50%. Try looking at it this way. I currently run a Celeron 400. I like the idea of upgrading but a processor costing $1000 was too much and I did not want to buy below a GHz. Now I am planning to buy one. Doesn't sound like bad news for AMD to me. Business is always a price war in terms of companies competing but generally the term "war" is only used when there is oversupply and companies compete for market share to the detriment of every one's profit margins. Neither Intel nor AMD nor the analysts (with some strange exceptions) are predicting any let up in the overall shortages of CPUs. These price cuts are not a war, they are the natural result of competition in the high-end processor segment of the market.