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

To: Cirruslvr who wrote (77840)	10/29/1999 6:29:00 PM
From: Charles R	Respond to of 1573682

<Do you think Intel wants to move to .13 fast because Willamette and I'm-Lateium will be so big?> This is one of the biggest reasons. The other big one is speed grades. <This could negatively affect AMD next year.> I personally don't believe so. To the best of my knowledge there will not be any reasonable volumes on 0.13 until past Christmas 2000. Which means AMD has a good year to coast. After that, it depends on how Intel executes Wilamette and how AMD executes on Athlon follow-ons.