Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (87040)	1/14/2000 12:42:00 AM
From: Charles R	Read Replies (1) of 1573373

<AMD is pretty much 100% converted already (the CPU group). I do not see INTC lowering prices too much or getting ahead of AMD, or even staying with AMD in the high end. 2000 is shaping up as a banner year for AMD. I guess I hold on to my AMD's for a while longer. So the question is how good is Willamete and how much does it cost INTC to manufacture it.> That's why I am plenty pleased with AMD's price cuts in Q1! Intel is very exposed during this ramp. Q1 is the worst. Q2 will be still tough. In Q3, Intel will be mostly done. And, then the cycle starts again!

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