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

To: Mike Magee who wrote (134829)	3/23/2001 2:16:10 PM
From: Jim McMannis	Respond to of 1584752

RE:"Maybe I was a bit too hasty in my reply to you. I was thinking about the desktop really." I believe I said that the Palomino delay on the desktop could have helped profit in the short term but it's of little consolation compared to NOT gaining market share and particularly Notebook share as Notebook chip would have definitely helped ASPs and overall profits. Heck, Intel gets $722 for a 1 Gig mobile P-III. So if the Palomino core/chipsets was ready, AMD should have released it, at least in the mobile arena. OTOH, maybe the mobile chipset isn't ready. Surely stockpiling chips isn't a viable option either. That has never worked for long. RE:"AMD would have little chance making any dent in Intel's notebook share even if they'd got these mobile thingies out in time" I dissagree. AMD had about 50% of the retail notebook market when the Mhz of the K6-2 could compete. Now, it appears that they have lost most of that. Mobile K7s at comparable Mhz to P-IIIs would definitely regain some market share there. Jim