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Politics : Formerly About Advanced Micro Devices
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To: Tim Higginbotham who wrote (40407)10/30/1998 1:42:00 PM
From: kash johal  Read Replies (2) of 1573829
 
Tim,

Re ! The NEED to upgrade is dimminishing rapidly, can you really see >any difference
>in speed between a 200 mhz cpu and a 400 mhz cpu in running any apps >other then games, without benchmarking. ASP's will remain low, until
>some killer App requires upgrading. Bandwidth is where speed is the >issue currently, not Cpu's.

Tim, based on your BRILLIANT ANALYSIS you should buy AMD and SHORT Intel. AMD has the capacity to ship 30-40M of these low end CPU's and has a much lower cost than Intel due to die size etc.

Intel's whole game plan is based on shipping expensive CPU's.
If nobody wants them the stock will clearly plummet.

Regards,

Kash
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