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

To: Charles R who wrote (113211)	5/29/2000 1:04:00 PM
From: hmaly	Read Replies (1) \| Respond to of 1573428

Chuck Re...<<<<<<<<<<<<Think of it, 1.2G is at least 3 full speed grades ahead. I don't think there is a need to go further than that. Higher frequencies decrease AMD's margin of error without substantially improving ASPs or competitive pressure. Anything more than 1.2G is an overkill unless some server parts are being introduced at the same time which I don't think is happening. <<<<<<<<<< Chuck, maybe there is another big reason, Dell. Maybe this will be just the move that makes Dell go to AMD and that would give AMD part of the enterprise sales which AMD needs to get to 30%. If AMD stays slighly ahead of Intel, Dell can justify staying with Intel. A .5 ghz speed differential could force Dells hand, or if Dell and Amd were in negotiations, Dell let it be known that at 1.5 ;im yours Baby. In addition to the other rumors I mentioned; several wks. ago there was a small rumor on JC's that IBM's new top of the line enterprize unit was going to be AMD. I doubt if IBM would go with AMD with only a .1 ghz lead.