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

To: Mani1 who wrote (87040)	1/13/2000 9:29:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1573142

Mani - <0.18 conversion will only be 50% complete by middle of 2000. And will take till the end of the year. This is a lot slower than I though, but seems to be according to Intel's plans, or so they say.> I've just been pulling the time table out of the air. PB

To: Mani1 who wrote (87040)	1/13/2000 10:33:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1573142

Mani, re:"is how good is Willamete and how much does it cost INTC to manufacture it." My first thought is "does the Willamete have to beat what AMD will have or will AMD be trying to come up with something to match it?" From AMD's roadmap and other's valuable contributions on this thread, I will guess that Willamete will be an attempt by iNtEL to catch up to AMD's existing products. It's called Dresden I believe. Copper I think too. steve

To: Mani1 who wrote (87040)	1/14/2000 12:21:00 AM
From: tejek	Read Replies (1) \| Respond to of 1573142

Mani and thread: NEWSFLASH: Cramer from thestreet.com has gone long AMD!!!

To: Mani1 who wrote (87040)	1/14/2000 12:42:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1573142

<AMD is pretty much 100% converted already (the CPU group). I do not see INTC lowering prices too much or getting ahead of AMD, or even staying with AMD in the high end. 2000 is shaping up as a banner year for AMD. I guess I hold on to my AMD's for a while longer. So the question is how good is Willamete and how much does it cost INTC to manufacture it.> That's why I am plenty pleased with AMD's price cuts in Q1! Intel is very exposed during this ramp. Q1 is the worst. Q2 will be still tough. In Q3, Intel will be mostly done. And, then the cycle starts again!