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

To: Process Boy who wrote (92473)	2/11/2000 12:02:00 PM
From: Elmer	Read Replies (3) \| Respond to of 1573094

Re: "The supply situation should incrementally improve going forward." The situation IS improving and it's only going to get better. However, AMD has regained the MHz lead and I know you can't talk about it but I wouldn't be surprised to see Intel retake it soon, only to trade hands again and again. If Intel demonstrates a 1GHz CuMine processor with normal cooling next week as promised, will they discuss if the device was manufactured on their standard production process, or some as yet non production version, like AMD's 1.1GHz demo earlier this week? EP

To: Process Boy who wrote (92473)	2/11/2000 12:16:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573094

PB, Re:"lack of high end supply from Intel" AMD has stated that the 900MHZ chips will release SHORTLY after the 850's. (jerry's own words). That means within 45 days. THIS WILL BE A VOLUME LAUNCH AS WELL. Now Intel still hasn't caught up with 800Mhz demand as of today. Perhaps they finally will get 800Mhz parts into the channell shortly by early next month. Now do you suppose that Intel will do another VAPOR launch of 850-900Mhz speed grade parts in March. If they do folks like DELL are gonna be pissed IMHO. IMHO if intel does a traditional launch of 850-900Mhz parts - ie when high volumes of parts are in hand - we will be looking at April launch of 850-900's. By which time AMD will be prepping the 1Ghz launch. Seems like Intel is in a real performance SQUEEZE. regards, Kash