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

To: Elmer who wrote (94598)	2/22/2000 2:31:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1571591

RE: <Based on the numbers published in that revised article I'd have to agree with you.> Elmer .....I don't know how to respond to that. I was expecting to feel humiliated after reading your response and I thought that would bring some healthy balance to my views. I don't want to discount Willamette but if even you think my conclusions are accurate then I am forced to conclude that the future could (as one of many possibilities) look something like this. -Intel releases Willamette. -Intel begins to ramp Willamette but AMD who has had advance warning by now of the MHz scaleability of Willamette brings forward the release of a dual core Athlon that is easily competetive with Willamette. -Intel counters with a dual core Willamette. -By this time, or shortly after, AMD (whom I hope would have anticipated Intel's response and had been working as such) release their next generation 20 stage pipeline (or whatever they have been working on) processor.... -...and on and on My point is not that Willamette isn't going to be real competition for AMD but simply that Willamette no longer seems to make AMD's loss of a competitive position a forgone conclusion. In other words AMD seems to be here to stay. Their short term future against Coppermine seems great and their long term future against Willamette is shaping up. Considering that their goal over the next few years is only 30% market share. I think they are in good shape for quite a while. Do you still agree or have I now gone over the edge? Thanks, Epineprine