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

To: Scumbria who wrote (106230)	4/17/2000 2:42:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1574260

Scumbria, I just think that prudent investors should keep a sharp eye out for Willy. That seems to be the consensus on the Street. Peck even has a lower 2001 earnings projection than 2000 for AMD. What is not priced into the stock price that there will be clock speed parity at the time of introduction of Willy (at the time AMD will be selling millions of Thunderbirds, while Intel will be making < 1 million, and the parity will continue most likely well into the Q1 2001. Willy and Foster are supposed to be the low volume high performance chips, while Mustang core will be the mainstream AMD part. I think only the next core revision of Willy is supposed to the mass market part (Norton or Nothwood or something like that) The good news is that Intel optimized the Willy infrastructure for DRDRAM which should keep the product very expensive for some time to come. This may be the icing on the cake. With DDR SDRAM becoming mainstream in Q3 / Q4, RDRAM will look silly, even if the prices drop. What's your opinion of the likelihood of RDRAM / DDR price parity in Q4? Joe