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Politics : Formerly About Advanced Micro Devices
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To: DRBES who wrote (114597)6/6/2000 4:19:00 PM
From: tejek  Read Replies (1) of 1573000
 
Do you really believe that Dresdon/Copper is not yielding substantial numbers of better speed bin splits?

I am convinced that it not only has it but that it is building inventory in at least two higher speed grades so that it can play its trump cards, when the opportunity presents itself, in "SPADES."

DARBES,

I believe that's true....that's why I thought AMD would play the trump card with the Dresden opening.

Sanders has been around too long and worked too hard to let a lead like this evaporate into thin/willy air.

Now I believe that AMD is putting together 'a package/program' that will allow them to gap up...and I suspect this package may be announced at Q2 earnings. I think the package will include some speed upgrades, some future chips and a split.

ted
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