Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (89742)	1/26/2000 2:17:00 PM
From: Charles R	Read Replies (1) of 1572099

Tenchusatsu, <I've always said that AMD really can't afford to play a stupid cat-n-mouse game. > Well, clearly you have an opinion - as does everyone. <That's why I think they're having a tougher time scaling Athlon up the frequency scale than many people here realize.> When you were "thinking", have you considered: - Gateway's high profile defection? Do you think Gateway moved to AMD if they do not believe AMD has a credible roadmap that is as good or better than Intel's? - Demonstration of 900MHz room - temperature parts several months back? And, Jerry's comments in the earnings call that AMD is not pushing MHz and already has product better than 900MHz. - The wide availability of Athlon 800s from all over the place? Jerrys comments about "wide" sampling of the 850s? If you did not consider these things, does the above data change your thinking? If not, could you enlighten us what your thinking and the resulting conclusion is based on? Chuck

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