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Technology Stocks : AMD/INTC/RMBS et ALL
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To: Charles R who wrote (86)9/19/1999 2:07:00 AM
From: kash johal  Read Replies (1) of 271
 
Charles,

Re:"AMD speed grades in Q1/Q2 2000"

I guess you are much more positive on AMD K7 speed grades than I am.

I am curious where u see AMD speed grades for 1H next year and in what technology.

I guess i have been assuming that AMD has pushed the front end transistors on the current K7 process to essentially 0.18 microns, and so have assumed that 800-900Mhz is all we can expect from AMD's 0.18 transition.

Its possible I am being too conservative and want to understand your expectations.

regards,

Kash
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