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

To: Paul Engel who wrote (89643)	1/26/2000 12:01:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1570913

Paul - RE: "AMD better launch that 850 - if they want to beat Intel's 850 MHz launch date." Wouldn't that be funny if Intel "released" 850MHz a week after Kap's expected date of shipment for a Dell 800MHz system? "Demand is high, ramp is fine."

To: Paul Engel who wrote (89643)	1/26/2000 1:03:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1570913

<AMD better launch that 850 - if they want to beat Intel's 850 MHz launch date.> What you got your blinders on again? Intel better launch the 750/800 first! What a joke the Intel launches are turning out to be.

To: Paul Engel who wrote (89643)	1/26/2000 8:46:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1570913

Re: AMD better launch that 850 - if they want to beat Intel's 850 MHz launch date... They'd be better off if they didn't. If the Pentium III tops out faster, that will further depreciate the market value of half of the chips that Intel can produce. Intel should probably have stuck with its original road map. Topping out at 700 would have left the 550s and 600s looking respectable - they could have focused on marketing the Intel name. Topping out at 800, or even worse, 850, risks making the majority of the PIIIs being produced worth relatively little. All last year, while Intel was flushing billions down the dot com toilet and starving its FABs, AMD as pumping every last penny it could beg or borrow into bleeding edge capacity - and it shows. AMD now has shiny new leading edge FABs, and Intel has $4 Billion plus in "goodwill" to depreciate (and hide from its earnings statements!) This wasn't a failing of the staff or middle management at Intel - it shows the incompetence of the investor beloved Intel top management and the vision and brilliance of AMD's much maligned top management. Dan