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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (117924)	6/27/2000 7:30:00 PM
From: Hans de Vries	of 1577333

Hi, Petz. Willamette Pricing I did see these links this weekend. The remarkable point here is indeed the Willamette pricing: PIII-1100 MHz, August ==> $990,= Willamette 1300 MHz October ==> $795,= Willamette 1400 MHz October ==> $895,= This seems to be a first "official" confirmation from Intel that the clock-for-clock performance is significantly lower for the Willamette when compared with Coppermine. The pricing suggest that a Willy-1400 is about equal to a CuMine-1100. This is roughly the pattern we saw with the first "benchmarks" and from what could be expected from the architecture. I absolutely don't believe in the possibility of a pricewar. (1) Willamette will only be about 0.3% to 0.5% of the total number of processors sold by Intel this year. (2) There is an over-demand situation. Time to get long-term Bullish with confidence again! Regards, Hans.

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