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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (77834)	10/29/1999 6:00:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573682

Chuck - RE: "This is one area where one should not underestimate Intel. I am pretty sure that they will begin their ramp of 0.13 (hundreds of thousands of units) in H2 2000 (in time for back to school season I hear) with volumes slated for early 2001." Since when did processes only last one year? Deschutes came out in the beginning of 1998, and now CUNever-Mind has supposedly come out in October '99. Unless you count the .18 mobile chips as Intel's full fledged .18 process, but I thought those were "testing the waters"? Do you think Intel wants to move to .13 fast because Willamette and I'm-Lateium will be so big? This could negatively affect AMD next year.

To: Charles R who wrote (77834)	10/29/1999 7:06:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573682

Chuck Re << I am pretty sure that they will begin their ramp of 0.13 (hundreds of thousands of units) in H2 2000>> No they won't. How are you pretty sure? Mani