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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (119758)	7/10/2000 12:20:24 AM
From: Cirruslvr	Read Replies (2) of 1573921

Paul - RE: "Another overriding concern is Intel's rapidly increasing volumes of >800 MHz CPUs. As their volumes rise, they will drop prices on existing CPUs as they then introduce ever faster (1.13 GHz) Pentium IIIs in this quarter (Q3). This will put more pressure on AMD to drop their AthWipey ASPs." Are you not expecting the Athlon to scale higher in GHz? Current available processors from Dresden are from when AMD was at about 500 wsw. Dresden is currently at 1250 wsw (from a Ruiz interview), so volume of higher parts is going to get even better as the ramp of Dresden become noticeable. Processors from Dresden and Autsin are both available at a MAX of 1GHz right now, you say? Well, if Jerry says AMD can do 1.5GHz by Q1 '01, I expect them to be able to do at least 1.1GHz this Q. Blind faith? Intel also has to ramp its new stepping. If 1.1GHz comes out in limited volumes like the 1GHz processor did, and STAYS limited, I wouldn't get too confident about Intel's pricing versus AMD.

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