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

To: Saturn V who wrote (93618)	2/16/2000 5:43:00 PM
From: Goutam	Respond to of 1570661

Saturn V, re:If the AMD and the AMD faithful are not worried, they should be. AMD's window of opportunity caused by Coppermine delays, and micprocessor shortages, will close shut in six months. The Coppermine window of opportunity you referred to was the effect of Athlon. Upcoming AMD price cuts by the end of this month, K6-2+, Thunderbird, spitfire, AMD760 chipset, Via KZ-133, Hotrail, Tsunami chipset, AMD driven consumer sweet spot of 800MHZ by the year end, partners based infrastructure, booming Flash business, etc., will keep this window open wide for a longer period of time than you think. Check DARBES post - www4.techstocks.com " AMD will begin producing significant quantities of chips from Dresden in the second quarter." Regards, Goutama

To: Saturn V who wrote (93618)	2/16/2000 5:47:00 PM
From: Elmer	Respond to of 1570661

Re: "If the AMD and the AMD faithful are not worried, they should be. AMD's window of opportunity caused by Coppermine delays, and micprocessor shortages, will close shut in six months." You know the old saying "whistling past the graveyard"? I think the AMDites have the whole brass band! EP

To: Saturn V who wrote (93618)	2/16/2000 5:53:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570661

RE:"Intel should be able to ship millions of Willamette in H2 1990." Wow, I'm ten years younger than I thought. Thanks!

To: Saturn V who wrote (93618)	2/16/2000 6:02:00 PM
From: Bill Jackson	Respond to of 1570661

Saturn V, When you say that the window will close in 6 months... well it has been wide open for 6 months as well, AMD has been running fast and far in those 6 months and will have run far and wide in the next 6 months. I would say that AMD is a fast moving target and any future prediction that assumed they will stand still is doomed to fail and so will any strategy based on AMD standing still. Still with smaller die sizes and faster parts AMD will be in an excellent position...unless they screwup. Intel also cannot afford any screwups. They will have to make sure it works. No more hasty releases like 820 and Rambus. True those were errors forced by the AMD AThlon being so good...so Intel release some parts before their time and they were broken parts, badly broken parts. Intel can easily make those same errors again. Bill