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

To: tejek who wrote (97069)	3/6/2000 11:59:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1572229

Ted, As a follow up to our earlier descision that the 1Gig from AMD was a mistake. I think that what AMD has done is bump up VCC. This is good enoough for close to a 10% speed improvement. This means that AMD can pretty much yield everything in the 800-1Ghz range. But it sure looks like great AVAILABILITY starting April and 10's of thousands this month. I think the pricing of $1000++ is basically baloney. CPQ is talking $2499 which probably means the CPU is less than $400 in OEM volumes. Looks like they can kick the lowe end to 800Mhz and kill off Intel margins next quarter. regards, Kash