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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (93734)	2/17/2000 2:15:00 AM
From: Mani1	Read Replies (1) of 1582695

Scumbria, when Athlon was first demoed it was only at 500 MHz. People like Elmer and Paul laughed at it and counted it out. Don't be as foolish and make the same mistake. As great as Willamete might be, it will not be factor till well into 2001. AMD has another 12 months to print money. They also have 12 months to improve the core, improve chipsets and MB and take market share in the business sector. Even if Willamete turns out to be great, it is too late to hurt AMD much. AMD seems to have a great roadmap and should continue to make its shareholder happy. Street still does not believe in us, but I think they will after AMD reports a higher EPS than Intel in 2000. Sledgehammer will follow Willamete and will not be nearly as needed as the Athlon was 6 months ago. As you also know Hector Ruize is working very hard on long term plans. Mani

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