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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (55938)4/21/1999 3:11:00 AM
From: Mani1  Read Replies (1) of 1571647
 
PB Re <<What I may get a little snippy about is the WAG's that say anywhere from 600-800 release speeds>>

I agree. Release speed of 600 is possible but nothing higher. When the shrink to 0.18 happens then it is a different game.

Dresden at 0.18 and copper will be very interesting and could really make or break AMD's year. Dresden is as big as Fab 25 so it should supply a whole lot of K7 during year 2000. Once fully equipped by 2001 a 30% market share is possible. If AMD can execute they will have a 30% market share regardless of what Intel does with their pricing strategy.

Of course all these assume a better execution than AMD has been able to show in the past. No one knows what well happen and those who pretend they do, are not the brightest.

Mani
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