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

To: chic_hearne who wrote (100470)	3/28/2000 1:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572931

RE:"First of all, the landscape is completely different now than it was last year" Oh yes! One thing is similar though...Intel is getting ready to flood the low end with new Celerons and take the low end completely from K6-2. Enter the Spitfire...which hopefully will castrate the Copperon. All it needs is Mhz... Jim

To: chic_hearne who wrote (100470)	3/28/2000 3:15:00 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 1572931

<< This is my point. I'd rather see $.75 this quarter followed by $1.00 next quarter, as opposed to seeing $1.00 this quarter followed by $.75 next quarter. Even though both quarters would total $1.75, I'd like to see the quarters keep getting bigger. I think wall street would pay attention more if AMD went this route. You can only get so creative in your accounting though. >> I agree, but I think AMD is more likely to get $1.50 in Q2 if they get $1 in Q1 than the reverse. Once Thunderbirds and Spitfires come in socket packages instead of slot packages, I'd expect costs to decrease. Unless Intel gets a large quantity of 1 ghz P3s from somewhere, I'd expect AMD to push the sweet spot up even higher, and have significantly increased earnings.