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

To: Joe NYC who wrote (95200)	2/25/2000 7:23:00 PM
From: TGPTNDR	Respond to of 1575612

Jozeph, Re: < ...Willy at $1,500 and call it a workstation chip, available in limited quantities ...> I would be shocked of INTC does not release the slickster as a SMP chip at prices of at least $1500. If the software is there they will sell all they can make at that price, or four times it for that matter, for several quarters unless the HP chip really does make it out of the blocks first. Just my $.02. tgptndr

To: Joe NYC who wrote (95200)	2/25/2000 8:54:00 PM
From: Tenchusatsu	Respond to of 1575612

Jozef, <It may not serve Intel to do a paper launch of Willy and be without ability to deliver volume in Q4. It may just freeze the market, as people postpone their purchases until Willy is out. Most of the buyers of Willy will be people who are replacing or upgrading PCs> I don't think so. In my opinion, Willamette's initial target will be the workstation market. It makes sense, too, considering the "100,000s of Willamettes" in 2000, plus the dual-RDRAM channels and the chipset's possible resemblance to the 840 workstation chipset. Most people who will be replacing or upgrading PCs during 2H 2000 will probably go with a Pentium III or Athlon. Tenchusatsu

To: Joe NYC who wrote (95200)	2/26/2000 3:49:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 1575612

Joe - Re: ". But Thunderbird may be alone for 1 to 2 quarters. It's possible that Villy will be virtually MIA in crucial Q4." Look at the facts. Both ThumperTurd and Willamette have been demoed - so BOTH exist today. ThumperTurd requires a new Copper Process on a new Fab in a new country - with NO HISTORY of manufacturing from that process. Willamette is fabricated on the same 0.18 micron aluminum process used for Coppermine. Although this got a delayed start last year, it is in FULL BLOWN RAMP MODE today. My guess is that ThumperTurd will have to be introduced in April for you to see a one quarter or two quarter advantage over Intel's Willamette. But when Willamette hits, ThumperTurd will be relegated to second class status. Re: "But as of today, AMD is still a buy in my book." Did you BUY AMD today? Paul