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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (93901)2/17/2000 5:06:00 PM
From: kash johal  Read Replies (1) of 1571808
 
Tench,

re:"I think AMD should still do very well in the mainstream desktop market. They really ought to steer clear of Coppermine-128 and Timna, since Intel can really crank up production on those and drop prices like crazy. But if AMD can push the mid-range segments into 1 GHz (i.e. Gateway 1 GHz desktops going for $2500), they should make a handsome ransom."

I pretty much agree.

The current willamette is a great workstation platdorm currently for next year anyway.

As far as Timna/coppermine 128 i am not so sure.

I suspect that timna performance will suck due to last minute descision to go with sdram rather than rdram. Perhaps they will compete with transmeta.

Cumine 128 or cumine 256 doesn't stand a chance with AThlon select let alon the new mustang chips.

And thunderbird may win some sockets agains cascades in the server space.

Assuming intel does actually deliver cascades??? or maybe they will be competing with Xeon 550's!!!

regards,

Kash
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