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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (94422)2/20/2000 11:04:00 PM
From: kash johal  Read Replies (1) of 1571615
 
Jozef,

Re: acer piii800's

I tend to believe gary that these exist.

Intel made the mistake of doing the pIII 800 launch and pretended it was a normal launch.

They then took orders as to be expected from the all the big OEMS.

Then they found they couldn't deliver.

And voila HP gets a few and ships and then waits for more etc etc.

Now the dumbass marketing whiz's are gonna do a 1Ghz launch limited to 3 OEM's. HP, Dell and IBM.

Well GUESS WHAT: there are 7 other MAJOR oems not on that list.

Do you think they may design in a 1GHZ Athlon.

I see CPQ, GTW, Siemens-Fujitsu, Micron, Acer, NEC, Toshiba as lining up to ship EVERY 1Ghz Athlon AMD can make.

And AMD will even be able to charge a decent OEM price - say $500 or so.

If they can ship 500K 1Ghz AThlons from dreden in q2 AMD may well exceed the $1/share profit even with dresden costs of $50-100M/qtr.

If Intel really tries the limited launch it will be a BONANZA to AMD.

regards,

Kash
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