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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (116265)	6/18/2000 11:19:00 PM
From: Cirruslvr	Read Replies (1) of 1572445

Paul - RE: "By October or November - 1.2 GHz." Intel needs this. While Willy's release will provide moral support, PIII is still going to bring in most of the revenue this year... "That's right - AMD will be forced to drop their price of the AThWiper as Intel squeezes AMD with BOTH high performance Coppermines AND Willamettes." Check out Pricewatch.com. Athlon already costs quite a bit less than Cumine at same MHz. The real squeeze Intel could have done this year was with Timna/Willy (as Kash suggested). Too bad that will have to wait until next year, when AMD is better positioned to fight it. "And the AMDroids can claim yet another pyrrhic victory as the Price/Performance leader." Don't go dogging price/performance - even Tench was talking it up on the Intel thread (about Xeon servers). "I'm not sure about this. I do hope Intel is developing a DDR SDRAM version of the the Tehama chip set. If they are not, they are being REAL STUPID." I thought Intel would NOT be REAL STUPID by coming out with a PC133 compatible chipset shortly after i820 had its initial problems, but, well, you know what happened!

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