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

To: Tenchusatsu who wrote (109505)	5/5/2000 11:06:00 PM
From: eplace	Read Replies (1) \| Respond to of 1578452

TENCH...re:If Intel's assumptions are right, Duron will have a hard time competing against Timna in that market. (Duron will probably be successful among customers who care more about performance than Timna's customers.) Tenchusatsu This sounds like a really silly argument coming from a smart guy like you Tench. I mean who doesn't care about performance and what makes you think Timna will be less expensive. By the time Timna shows up, Duron should be well entrenched in the value market and prices should be at very reasonable levels. Ed P.

To: Tenchusatsu who wrote (109505)	5/6/2000 1:55:00 AM
From: Charles R	Respond to of 1578452

Tenchusatstu, <If Intel's assumptions are right, Duron will have a hard time competing against Timna in that market. > The only problem for Intel is that Timna and Spitfire may not compete in the same market - at least for 2000 anyway. The best I can tell the max speed PIII may be able to get to in 2000 is 1.2GHz. There almost nothing stopping AMD from moving Spitfire to that frequency range by the end of the year. I doubt if Timna will even get to 1GHz this year. May be more like 800MHz. What is your take? Unless, Intel kills the whole mid-range pricing and prices the entire PIII line at sub $200 Spitfire will rule the low-end. And infrastructure for Spitfire seems to be reasonably in line with AMD's 750 chipset and VIA's KZ133 and the upcoming integrated graphics chipsets. Do you see this differently? The only real risk to AMD on Spitfires is ASPs. Even that could happen only if the capacity gets ahead of demand. Which is not looking like a major threat right now. Chuck