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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (44509)	1/1/1999 11:35:00 AM
From: Joey Smith	Read Replies (2) of 1572208

Bill, Intel's 1999 roadmap addresses all of the important issues you point out: 100 bus for Celeron, 133 bus for PII/Katmai, KNI support for PII followed later in the year by KNI support for Celoron line, etc. I am convinced that Intel is competent enough to add performance while maintaining differentiation between Celeron/Katmai(PII)/Xeon product lines. My point to Brian is I think AMD got caught with their pants down with Celeron 400, and now they have to cut chip prices to remain competitive. IMO, it has nothing to do with yields or availability. This should hurt AMD's asps in Q1. We'll find out in a week. joey

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