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

To: Joe NYC who wrote (126384)	10/18/2000 2:53:05 AM
From: tejek	Read Replies (1) \| Respond to of 1580483

Joe So the bottom line, price war or no price war, AMD will do well. All the pricewar can do is to deny AMD a blowout quarter. After Intel's Q3 report, I am convinced that AMD should make no more cuts to anything above 900 Mhz and only minor cuts to anything above 800 Mhz. All of the above is based on the fact that I buy Peck's premise, which I don't. I think the price reductions mentioned by Otellini are just Intel's way of keeping the low end business (sup 1 GHz) from going to AMD and Duron in a big way. Further screw ups buy Via and Sis may spare Intel this scenario. Have you ever seen Peck, he's a piglet. He's out to make a name for himself and to get as much media coverage as possible. Most of his assertions are correct but he exaggerates them. There will be a price war and both companies will get hurt but not killed. PS: Sorry about the Mariners Hey, I think they played well; in fact, I thought they might take tonite's game. In any case, NYC gets its Subway Series. <g> ted