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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (103498)	4/10/2000 7:30:00 PM
From: Jim McMannis	Read Replies (2) of 1570512

John, I think you have some excellent points... IMHO, K6-2+ if it appears will be just to fill the notebook void. It appears that AMD has already lost some notebook market back to Intel. I don't see how Jerry can't be sandbagging about 1.2 Athlons... Willy may make a token appearance in Q3 but I'd be amazed at any big volume until Q1 2001. I can see Willy as a slow ramp with a number of problems on the way. They are just getting Coppermine up to speed... They are going to tear down those assembly lines for Willy? Not a long production time for Coppermine... One thing for sure, Intel will use Willy as a stop gap to try and convince OEMS to wait for it. The integrated chip is Timna...by then...K6s should be ramping down...spitfires up. Intel will own the low end...<G> Any idea how fast Timna will run?...it's still all in the MHz. Jim They are just getting Coppermine up to speed...

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