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

To: Joe NYC who wrote (113104)	5/28/2000 12:13:00 AM
From: EricRR	Respond to of 1576762

If Intel meets plan 2 (and all variables on which it depends are in place), AMD's should still do well, but the future will depend on Mustang being on time and being competitive with Willy. You can assign your probability to that, but there is just very little data available. You can read the paper that Hans published. He compiled the data that is available about the designs of these CPUs, their likely per clock performance, the process technologies and likely clock speeds. I liked the Hans paper, and I saw he held his own on Ace's hardware thread. I was talking about the very worst case for AMD in that Mustang doesn't cut it. And intel has tempo in 2001. There is no way that Intel is shipping 2 million Willies this year. How many Rimms is that? Again though, I think they have made too many aggressive bets with Willy's core. Is it all going to play out smoothly? Why should they start pulling ace's now?