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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (94070)2/18/2000 11:36:00 AM
From: kash johal  Read Replies (2) of 1575622
 
Jim,

re:"low end cumines"

Yes intel is shipping these out in droves.

They are also shipping 1Ghz cumines to 3 OEMS.

Perhaps they may even launch this quarter.

AMD better get ready with some volumes in that space.

Hopefully they can deliver and we go to a $100/share.

Once intel introduces there will be HUGE demand IMHO.

AMD could ship over 1M/Qtr of 1Ghz AThlons if yields are really 30%.

Will make for an interesting next 90 days.

regards,

Kash

Ma
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