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To: combjelly who wrote (152207)12/12/2001 12:06:00 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
I am saying that the close timing of it all indicates more a pricing issue than anything else. You usually don't decide right before you make the grand announcement when there are other issues than pricing.

Even if this was true, what makes you think that Intel's price was below AMD's price. Just as an example they may have decided that given the risk, AMD would have to go below $25 to make them a better deal than using Intel at $35.

EP



To: combjelly who wrote (152207)12/12/2001 12:24:46 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Combjelly, <Last moment means insufficient time to change a Power Point slide. Which, I think you can agree, is a relatively short period of time.>

That proves nothing. I've seen many instances of marketing presentations containing info that's been obsoleted days or even weeks ago.

<I am saying that the close timing of it all indicates more a pricing issue than anything else. You usually don't decide right before you make the grand announcement when there are other issues than pricing.>

I don't follow you. There can be many issues involved. The close timing means nothing, assuming the timing was even that close to begin with

Tenchusatsu