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Politics : Formerly About Advanced Micro Devices

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To: Road Walker who wrote (122839)8/22/2000 3:14:51 PM
From: Petz  Read Replies (2) of 1578704
 
John F, <I think you are looking through rose colored glasses, assuming Intel is standing still while AMD is on the move.>

What do you see on the horizon before mid 2001 that's going to give AMD trouble?

P4 - large die size and RDRAM cost until mid 2001
P3 - 0.18 process has been tweaked to death and I don't believe there's much room for clock speed improvement (until the 0.13 version)

Petz
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