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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (103331)4/10/2000 9:39:00 AM
From: that_crazy_doug  Read Replies (2) of 1570499
 
<< There is no question that Willamette presents a serious threat and I have yet to see AMD develop a solid counteroffensive........I am hoping that T-bird may be it....we will see. >>

I really doubt that thunderbird will remain competitive with the willamete. However, it will take willamete awhile to ramp up volume and speed, so thunderbird/mustang will probably be competitive for awhile.

Also, a real competitor isn't going to be formed overnight. If willamete is better than thunderbird there is probably relatively little AMD can do about it. (They can do a process shrink, but how long do you think they can stay a whole process level ahead of intel?) They'll have to get back with a new core. Fortunately AMD has a new core coming out next year. I'm not sure whether I intend to stick around that long though.

I'd think their best bet lies in getting to .13 first, which should hold the dam until they get to sledgehammer, and then they'll have to hope that sledgehammer was worth getting to.
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