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Politics : Formerly About Advanced Micro Devices
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To: herb will who wrote (68938)8/16/1999 12:54:00 PM
From: kash johal   of 1573092
 
Herb,

Re: "dwindling opportunity"

I don't know about that. It will largely depend upon coppermine performance and clock speeds.

If Cumine is available in higher clock speeds than Athlon even if it is a tad slower than Athlon on a per clock speed basis then AMD may have a dwindling opportunity.

However if Coppermines are at same clock speeds ie 650-700Mhz in Q4 then I give AMD a pretty good shot still.

And in Q1 AMD will start it's 0.18 ramp as well so there should be some speed gains there too into the 800-1Mhz range as well as radically reduced die costs.

I think the battle hasn't even started.

But the launch so far has been a disaster.....period.

regards,

Kash
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