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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (95200)	2/26/2000 3:49:00 PM
From: Paul Engel	Read Replies (4) of 1574090

Joe - Re: ". But Thunderbird may be alone for 1 to 2 quarters. It's possible that Villy will be virtually MIA in crucial Q4." Look at the facts. Both ThumperTurd and Willamette have been demoed - so BOTH exist today. ThumperTurd requires a new Copper Process on a new Fab in a new country - with NO HISTORY of manufacturing from that process. Willamette is fabricated on the same 0.18 micron aluminum process used for Coppermine. Although this got a delayed start last year, it is in FULL BLOWN RAMP MODE today. My guess is that ThumperTurd will have to be introduced in April for you to see a one quarter or two quarter advantage over Intel's Willamette. But when Willamette hits, ThumperTurd will be relegated to second class status. Re: "But as of today, AMD is still a buy in my book." Did you BUY AMD today? Paul

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