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Politics : Formerly About Advanced Micro Devices
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To: niceguy767 who wrote (90014)1/27/2000 2:41:00 PM
From: Kevin K. Spurway  Read Replies (4) of 1573829
 
Re: "The time gap between promised Intel top-end product and some-time-in-the-future physical delivery is widening by the day. Not a healthy sign."

I think it's pretty clear by now that Intel isn't binning a whole lot of high MHz parts. I buy Maxwell's theory that this is largely due to design, rather than process. That gives AMD about a nine month window with Athlon until Willamette comes out and puts AMD in a world of hurt. Our challenge as investors in AMD (IMHO) is to time our exit accordingly.

In the mean time, we can enjoy a few chuckles at the situation. I for one find quite comical that Intel has hired Elmer as a consultant to fix its problems, but Elmer refuses to admit that any problems exist!

Kevin
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