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

To: Windsock who wrote (81302)	11/28/1999 10:12:00 PM
From: Bill Jackson	Respond to of 1572939

Windsock, Are you one of the better mice that will avoid the better mouse trap? I can see you are confident that AMD will not emulate NSM. Well I feel you are not correct. NSM will be peaking soon and AMD seems to have several parallel chains of production that are very protitable. The Flash and the K6-2 and the Athlon. What seems to be the drag that will bring AMD down? All divisions are selling every part they can make. Same with Intel....but they cannot make enough to meet demand and that unsated Intel demand(small to Intel) is a fat meal to AMD. I cannot see the future, but leads change slowly and AMD has had the lad in processors now for 5 months. the unshippable 733 copperminus is discounted as vaporware since you cannot get them. I recall you said the sme sort of thing when the Athlon came out.....well the shoe is on the other foot and that foot is running fast. AMD is years away from matching Intel in production volume and profits, but seems to be on it's way to make some profits in this quarter and in at least 2-3 future ones. The new Athlon has the ability to take the battle to Intel on all fronts, from 500MHZ to over 1GHZ in single space and Xeon server space as well. I expect to see counterparts to the XEON in testing early in the new year and they may well be on sale by next summer. At that time try some comparisons. Bill

To: Windsock who wrote (81302)	11/29/1999 8:29:00 AM
From: niceguy767	Respond to of 1572939

Hi Windsock: Nice chart. Once AMD gets a head of steam up, it won't surprise me if you'll be able to superimpose its curve on NSM. Lot's of $$$$'s to be made in the PII and PIII market segments, especially when "the better mousetrap at the better price" is "here and now" as in readily available in the retail channel. Let's just see what unfolds through Y2000. It should prove to be interesting no matter what anyone's the current perspective. Gotta love the Athlon. From 500MHz to 750MHz in 5 months. From MIA to 1.5(?) shipments in 5 months. I think I'd put money in "any black hole" exhibiting those characteristics...Wait a minute, is that more market share being sucked up by the "AMD black hole"?