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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (61203)6/9/1999 11:29:00 PM
From: Charles R  Read Replies (1) of 1572775
 
Kap,

"Can anybody tell (if you know) or speculate (if you don't) how could Intel subject themselves to this incredible risk?"

Isn't the PC100 hedge sufficient for Intel? I fail to understand the risk that you and Kash talk about. What does PC133 buy over PC100 at the system level (looking for some estimates) and how would that change the positioning of PIII/CuMine? Can you elaborate?

Thanks,
Chuck
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