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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: Daniel Schuh who wrote (8407)9/13/2000 12:36:37 PM
From: EricRRRead Replies (1) of 275872
 
Willy in mid October is exactly what I expect. Intel Can't afford to allow AMD to role out Mustang at the same time. Also as far as I'm concerned on the Willy IPC debate, the jury is finished. Intel's decision to roll out Willy at 1.4 and 1.5, leaving a huge 400MHz gap in their line up, has only one explanation. In the short term I think Willy at high GHz will be great for AMD. It will only serve to raise the sweet spot speed. AMD would have had to spend millions on advertising to achieve this. But instead, intel will do it for them.
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