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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (81394)11/29/1999 1:49:00 PM
From: vince doran  Read Replies (3) of 1572808
 
Kash -

Congrats on your calls call; I bailed on my Jan 25s this am when Gateway said 'Athlons after Christmas', then kicked myself for leaving so much money on the table. Interesting how what seems old news here is seen by the market.

I have a question about your reasoning re .18u bin splits: Since AMD did not announce the end of 550/600/650/700, and since we know that all Athlon wafers since Nov 1 have been .18u, won't those grades also be supplied from .18u die, thus leaving the point where 750 sits on the distribution open to question? It will be very interesting to see what the overclockers can do with the new chip; considering the amounts of money we are betting here perhaps we should buy one and do some research ourselves.

regards,

Vince
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