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

To: Tenchusatsu who wrote (91480)	2/4/2000 12:02:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1576120

Tench, Re:"timna celeron and PIII" I think you are right. By year end: Timna will be 600Mhz to 750Mhz integrated chip for low end. Coppermine PIII's will likely run from 800Mhz to 1Ghz say. Willamette will run from 1.0-1.4Ghz say. I certainly can see lotsa room for the Athlon at speeds of 800-1.2Ghz say ie: meat of desktop market. However Joshua is gonna start out at 533 in Q2 2000 (and thats a PR bullshit rating). Maybe they can ramp to 650-700 by year end (best case). I think they are gonna lose their shirt BIG time trying to compete with Timna. Now I suspect they have an integrated chip (with the W4 core) in the works but its likely 1 yr plus away. And both AMD/Intel can likely make low end as low as 800Mhz without collapsing overall margins. I think VIA was sold a BILL of GOODS by National and they figured it out quickly but after the fact. Thats why they picked up the winchip team a few months later. regards, Kash