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

To: tejek who wrote (86279)	1/10/2000 12:49:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1573348

ted - <I have the highest respect for you but you are starting to look very foolish maintaining the party line when the evidence runs in the face of it.> I have posted my detailed position on how I perceive the overall picture several times now. It it certainly your right to believe I am being foolish. What I believe I am trying to convey, when you take my position in aggregate, is that I do not see a knock out punch coming from AMD going forward, stipulating that my position on the MHz race to 1GHz specifically may be very close, but Intel may lose. It is too close for me to call right now, however, i.e., my position is that Cumine may either get there first, or essentially be even with Athlon, the latter being the most likely scenario, IMHO. PB PB

To: tejek who wrote (86279)	1/10/2000 2:34:00 AM
From: Goutam	Read Replies (1) \| Respond to of 1573348

Ted, re:PB, Intel has more fab space than God Where is your proof? Show me the link ;-) Goutama

To: tejek who wrote (86279)	1/10/2000 1:31:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573348

Ted, Do not discount what PB is saying. Intel is like a huge oil tanker. It takes many miles to change it's direction. Intel can not switch all of their fabs to a new process at the same time. I would guess that they are migrating one, or maybe two, fabs at a time. Surfice it to say that Intel will get their fabs migrated, and they will flood the market with higher speed chips. It is just a matter of time. AMD has had the good fortune that Intel has been sluggish in their transition. This will not last forever, and AMD will have to keep executing to stay ahead (as I expect them to). Pravin.