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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (94663)2/22/2000 9:32:00 PM
From: Epinephrine  Read Replies (1) of 1576346
 
RE: <many short-term issues that should worry you more than Willy.>

Joey,

Willamette was not one of my short term concerns, Willamette was my long term concern, that was my whole point. AMD's long term prospects sure look better after the revision to Ace's article which literally halved the execution horsepower estimate of Willamette. I agree there are short term concerns but short term concerns can be evaluated and re-evaluated on a daily basis, it was the long term concerns that worried me, and I think that they are what worry analysts as well. The long term concerns such as Willamette are what analysts really focus on since they determine whether AMD becomes a decent investment worthy of institutional holding or remains a trading stock. In my opinion those concerns are greatly mitigated by the information in Ace's article because, I agree with you, that Intel has not shown all it's cards but CPUs are not magic and if a CPU only has a certain amount of instruction processing horsepower architecturally then there is no tweaking or features in the world that will get it above a certain performance level. In other words Intel may not have shown all it's cards but if Willamette really does only have a single issue FPU then Intel has shown a club and a spade and I know that it cannot have a straight royal flush. That changes the whole nature of the game.

Thanks,

Epinephrine
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