SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kash johal who wrote (114713)6/6/2000 10:59:00 PM
From: Mani1  Read Replies (1) of 1572209
 
Kash re <<We have had the botched Tbird release.>>

Oh comom Kash! What botched release?

They said over and over and over....what the speeds would be weeks ahead of time and they delivered on that. NOTHING was botched!

There is 3 weeks left in the quarter, and we are about 5 weeks before the earnings. Duron should be announced over the next 10 days or so. The MB and chipset support is looking great. Intel needs to execute flawlessly with the Willamette in order to put real pressure in AMD.

I think it is very likely that we will get an announcement by IBM at the same date that Duron is announced that Duron will be the first AMD chip to go in a desktop for the corporate market. That should be a good $8 pop or so. I am more pessimistic with Dell but it could happen.

Mani
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext