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

To: Scumbria who wrote (93478)	2/16/2000 2:02:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1571053

Scumbria, <At temperature, Willy probably isn't much faster than Athlon. According to the announcements, it won't be introduced until Q4, and the clock speed will be less than 1.5 Ghz.> Well, I have been less concerned about Wilamette than most people on this thread for a long while now. I feel pretty good holding AMD today. Nothing has materially changed at IDF other than the Wilamette demo coming at 100MHz over my expectations. Wilamette to me was, and still is, a 2001 story. There is a lot of time on AMDs hand and I have some idea of what may happen at that end - and I don't think it is too bad. nevertheless Wilamette's deep pipeline will cause AMD some troubles and in 2001 I fully expect AMD to scramble like Intel is scrambling now. What we have now is a fairly balanced competition in the x86 arena - assuming AMD can keep executing like it is doing now. Chuck