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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (97069)3/6/2000 11:59:00 AM
From: kash johal  Read Replies (2) of 1572377
 
Ted,

As a follow up to our earlier descision that the 1Gig from AMD was a mistake.

I think that what AMD has done is bump up VCC.

This is good enoough for close to a 10% speed improvement.

This means that AMD can pretty much yield everything in the 800-1Ghz range.

But it sure looks like great AVAILABILITY starting April and 10's of thousands this month.

I think the pricing of $1000++ is basically baloney.

CPQ is talking $2499 which probably means the CPU is less than $400 in OEM volumes.

Looks like they can kick the lowe end to 800Mhz and kill off Intel margins next quarter.

regards,

Kash
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