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Politics : Formerly About Advanced Micro Devices
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To: Kevin K. Spurway who wrote (90019)1/27/2000 2:46:00 PM
From: milo_morai  Read Replies (2) of 1573456
 
"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."

I think the Athlon (should we call it Athlon 2?) with Integrated L2 will be closer to Willamettes Performance (as Scumbria has pointed out in single threaded apps at least)to keep the race alive.

I really believe in Jim's TM of Mhz Sells. So if Willamette is only at 1Ghz and AMD is at 1.2Ghz, most people on the street will buy a 1.2Ghz IMO.

It is a very exciting race don't you think?

Milo
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