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

To: Epinephrine who wrote (94657)2/22/2000 9:09:00 PM
From: Joey Smith  Read Replies (2) | Respond to of 1575637
 
Epinephrine, if you're concerned about AMD as an investment, there are many short-term issues that should worry you more than Willy. One of them being the rumored drastic Athlon price cuts across the board and a few analysts saying Athlon demand is only "so-so". Where are the business accounts? What's going to pay for Dresden, as CuMine ramps agressively? As for Wily, you're naive if you think Intel is going to show all of its cards so early in the game.
Good luck,
Joey



To: Epinephrine who wrote (94657)2/22/2000 9:22:00 PM
From: kapkan4u  Read Replies (1) | Respond to of 1575637
 
<It is? Cool! Do you have a link? >

Glenn Hinton said so explicitly at IDF when he showed the slide describing Willamette's micro architecture. The IDF CD has only the outline of his presentation without this and other micro architecture details. To my knowledge Glenn's presentation has not been posted on the web yet.

Kap


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