Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: 5dave22 who wrote (98419)	3/14/2000 3:19:00 PM
From: Jim McMannis	Read Replies (4) of 1579687

5Dave22. I listened to both audios. I must say that the audience participant, ED, knew his stuff and pretty much put ASSHOK, in a tin can. Asshok seems to think the desktop is about to die out and AMD has no place to go. We've heard this malarkey for many years now... Apparently Asshok loves Intels desperation marketing, now playing down the value of speed vs niche markets... One interesting thing he did say was that INTEL is going to roll out the Willy in Q3...if they do it will be yet another Floppermine release...seems to be the way they have to do it these days...since they are losing the Mhz race. Yet, the analysts continue to pump the stock up. One very interesting thing that Ed, reiterated is that reports have the yields on the Thunderbird @ Dresden currently higher than Athlon yields @ Austin. And this is on copper interconnect technology. One thing not mentioned is that when the on die L2 Athlons begin to ship, Intel won't be able to hide behind their synthesized benchmarks as the new Athlons will widen the performance gap to the point where Intel won't even be able to fake it. And the chant continues at Intel...Gotta get to Willy.... Jim

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