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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (125355)10/5/2000 1:46:45 AM
From: Charles R  Read Replies (1) of 1571223
 
Joe,

<With P4 at somewhat limited volume, AMD should have a prosperous 1H 2001. >

That's AMD's window of opportunity and that's what I am counting on.

<I guess the transition to .13u is a wild card for both companies, so the speculation into 2H 2001 is meaningless.>

I don't see much of a wild card in 0.13. AMD will prosper in 2001, regardless of how fast Intel can ramp P4 in 0.13.

<what to you think about the question in the second part of my post here: Message 14516576 >

Not quite sure what your question is.

Chuck
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