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Politics : Formerly About Advanced Micro Devices

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To: Maverick who wrote (37226)9/19/1998 7:59:00 PM
From: kash johal  Read Replies (3) of 1571796
 
Maverick,

AMD is on a roll.

If they announce k6-400 next month, Intel is in big trouble.

They must be scrambling right now to ramp new speed grades by Q4 98. I think they have squeezed as much as they can out of the 0.25 micron process.

If they don't get to 500/600Mhz by Q1 with 0.18 micron then Intels stock will dump big time.

regards,

Kash
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