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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (86226)1/9/2000 11:51:00 PM
From: Process Boy  Read Replies (3) of 1572434
 
kash - <Also should be incredible laptop CPU as well.>

Speaking of incredible laptops, as well as tying in to some of our earlier discussions, I believe Intel is pretty close to launching a class of product that will have not peer for quite a while, at least. This class of product operates at 2 + 1 additional voltage settings (requires this class of product to be a separate inventory, due to poly gate sizing optimization, i.e., requires own wafer start allocation, can't convert desktop to it), will have wireless capability, extended battery life, exceptional performance, etc. I am also very pleased with the margins these products command.

Since the product class will have not peer, i.e., competition currently has no answer to it, maybe Intel can afford to do a classical style launch. Also, the current Intel offerings of this class of product do not seem to suffer these perceived availability issues.

Any thoughts as to how the above might tie in to discussions we've recently had regarding capacity, etc.?

PB
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