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

To: tejek who wrote (103580)	4/11/2000 1:27:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1570560

Ted, A Intel war chest of 11.4 billion and earnings of 9.7 billion is hardly anecdotal. While his prior call on the stock price was wrong, is his ultimate scenario for AMD all that different from the one that you have suggested on this thread should Willamette be as lethal a competitor as early evidence suggests? Does this guy even know about Willy? Regardless, AMD seems to be taking a very aggressive approach to process technology to counter the Willy threat. If they can stay ahead of Intel process wise, Athlon should remain competitive through the middle of next year. Willy will be slower to move into new processes, because the design is not yet stable. Scumbria

To: tejek who wrote (103580)	4/11/2000 1:38:00 AM
From: Mani1	Read Replies (2) \| Respond to of 1570560

Ted Re <<I see his financial advise being off is in which quarter there is an AMD earnings warning.....9/00 vs 3/00.>> No way! Willamette has substantially larger die size so it will not see substantial volume till well into 2001. If INTC ramps the Willamette quickly, it will drastically reduce its ability to manufacture the PIII/Celeron. That would cause the mother of all CPU shortages (even with Dresden going full force). The ramp will be slow giving AMD to plenty of time to mature thunderbird and mustang. By then AMD should be in the commercial market and with great margins. Mani