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

To: Jim McMannis who wrote (94070)2/18/2000 11:36:00 AM
From: kash johal  Read Replies (2) | Respond to of 1575781
 
Jim,

re:"low end cumines"

Yes intel is shipping these out in droves.

They are also shipping 1Ghz cumines to 3 OEMS.

Perhaps they may even launch this quarter.

AMD better get ready with some volumes in that space.

Hopefully they can deliver and we go to a $100/share.

Once intel introduces there will be HUGE demand IMHO.

AMD could ship over 1M/Qtr of 1Ghz AThlons if yields are really 30%.

Will make for an interesting next 90 days.

regards,

Kash

Ma



To: Jim McMannis who wrote (94070)2/18/2000 3:55:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 1575781
 
No question that Intel is starting to flood the market with low-mid speed Coppermines.

What do you base it on? The availability is still very limited in the aftermarket, which is a good indicator of how plentiful the chips is.

Joe


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