Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (115309)	6/10/2000 4:26:00 PM
From: Joe NYC	Read Replies (1) of 1582955

Pravin, Re: Intel vs. AMD roadmaps It is interesting that there have been almost no changes to AMD's roadmap. AMD seems to be much more confident in their roadmap, and the company is just executing on. Intel is caught surprised, reacting not anticipating. 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. When I look at the numbers, I alway tell myself that this is not real. It can't happen. The other shoe will drop. Intel will do something for this not to happen. But then, I look at Intel's confused roadmap, incompetent execution and I think that this can actually happen. Joe

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