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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (103064)	4/8/2000 12:56:00 PM
From: vince doran	Read Replies (1) of 1574856

Elmer at the airport: If it should turn out that only 1.2M K7s were sold in Q1, I would consider it an indication of the problem a smaller, less recognized/respected co. has in selling an equivalent product. However, I would also recognize that Intel did AMD a huge favor by forcing the 1GHz debuts and thus making obvious to the world that K7 currently has a deliverable MHz advantage, and that that gift arrived late in the quarter. And, I would consider that beginning in 1-to-2 months, K7 will have a performance advantage per-clock of >10% across both the value and performance segments. If that advantage persists for only 2 months it will still make much noise in the press and perhaps in the stock. If it persists for 8 months AMD will acquire demand at a horrific pace and absolutely mint money, and all bets will be off as to stock performance. All analysts and most everyone here assume absolutely that Willamette (sp?) will reclaim the performance crown for Intel and thus rescue the tremendously profitable franchise. What if AMD utterly dominates the performance arena thru Q2 & Q3, and that certainty begins to crack? Will the institutions be brave? Just a thought. Regards Vince

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