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To: dale_laroy who wrote (162682)3/21/2002 11:21:22 AM
From: semiconeng  Respond to of 186894
 
This is absolutely correct. But, does this mean that it is not competitive in terms of performance and functionality, or that it is simply not competitive in terms of market perception?

We have a saying around here that I think applies:

Perception Is Reality....

Not being perceived by the market as competitive, often means that you're not competitive. Jerry seems to think so too.

Semi



To: dale_laroy who wrote (162682)3/21/2002 5:11:07 PM
From: Yousef  Respond to of 186894
 
Dale,

Re: "This is absolutely correct. But, does this mean that it is not competitive in
terms of performance and functionality, or that it is simply not competitive in
terms of market perception?"

Guess the "Model-Hurtz" hasn't fooled everyone ... If the AMD ASP
is below Intel's ASP AND below AMD cost, we can conclude that the market
doesn't think it is "competitive" AND since AMD is losing money, Jerry
also doesn't think it is "competitive".

Make It So,
Yousef


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