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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (115307)6/10/2000 1:59:00 PM
From: Pravin Kamdar  Read Replies (2) of 1571365
 
Joe,

At this point, I'm not sure if even Intel knows what market the Willamette will infiltrate. Their product roadmap seems to be falling to pieces. Is anyone in charge over there! In the last few weeks, I have become little interested in Willamette. AMD's roadmap seems much more interesting. I'm not sure if they can really sell 50 million processors next year (9 Q1, 11 Q2, 14 Q3, 16 Q4), but the profit at $100+ ASP is mind boggling.

Pravin.
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