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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (98488)	3/14/2000 9:47:00 PM
From: Pravin Kamdar	Read Replies (1) of 1570999

Ok. Many web sites have been reporting that Thunderbird will be introduced in May. AMD has said by the end of Q2 (assuming late June). I am sure that Intel knows that Dell can not afford to stay loyal for more than a month or two after the T-bird is released if Intel doesn't have a competitive product out. I think we can count on limited volumes of Willamette being shipped to Dell in the July-August time frame. My exit strategy on AMD is to hold until Willamette benchmarks are published on the web. If they blow away T-bird, and a competitive Mustang is not near release, I will then dump my AMD. Until then, I'm holding strong. Pravin.

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