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

To: Pravin Kamdar who wrote (106685)	4/18/2000 6:50:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1574471

About 15 months ago, I predicted that in one year, Sander's would be a hero and Barrett would be a goat. I sure caught a lot of flak for saying that in the middle of the "late mask fix" crisis. ;^)) Scumbria

To: Pravin Kamdar who wrote (106685)	4/18/2000 8:07:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1574471

Pravin, I thought it was a shockingly poor conference call for Intel frankly. They have completely botched the transition to 0.18 micron. Apparently their transition to 0.18 requires new equipment and disrupts the 0.25 product running in the fabs. Must be a horrible thing to manage. As AMD will start ramping its 0.13 in Q4 this year this gives AMD a HUGE advanatge if dreden works out from a yield and ramp schedule. The other item is of course they are running flat out. If AMD bombs prices to gain market share they are STUCK. They will lose revenue and ASPS. I suspect Q2 could be a real "CHALLENGE" for Intel. No wonder they are increasing forecasted Investment sales for Q2 by 50% to $750M. WOW the opportunity for AMD gets better and better. regards, Kash