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To: kash johal who wrote (100452)3/7/2000 12:18:00 PM
From: Process Boy  Read Replies (2) | Respond to of 186894
 
kash - <Whats your take on all this.>

Have to wait for the announcements before I comment further.

I know some stuff, I can guess at some stuff, and other stuff I don't know (Intel's comments wrt to volumes going forward, Dell, etc.). Better wait. Shouldn't be long at all.

One thing I do want to see, is if the Athlon takes a significant benchmark hit the 1GHz Athlon takes wrt to its off die cache (I've seen Sharkey's; they should do a 1GHz Pentium III shortly). If it does take a significant hit, to me it would accentuate the express need for AMD to get Dresden online.

PB



To: kash johal who wrote (100452)3/7/2000 12:34:00 PM
From: Process Boy  Read Replies (1) | Respond to of 186894
 
kash - Unsolicited comment.

As far as volumes go, my independent research seems to indicate to me that despite all the hype about the top speed grades, the real battle for the Q is being fought at ~600 - 750 MHz.

I am really curious as to how the financials will play out for Q1.

PB


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