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

To: milo_morai who wrote (113321)	5/30/2000 10:55:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572751

Milo, <You tell me your bullish and then throw me a grenade.> And I thought I already was crystal clear about how I thought the Athlon ramp was not strong enough! <List your Bull points and Bear Points.> Bullish stuff: - The Athlon family will most likely stay the high end for about 3 more quarters - Some really good Athlon penetration on the business side will make AMD a strong #2 for some time to come - Once AMD enables a good laptop chipset, I expect some good laptop SKUs that Intel may not be able to match for 3 or 4 quarters - Mustang may become a nice server product - Drsden fab capacity availability is a major plus - Lead with Cu is good - With EV6 infrastructure maturing AMD no longer needs to follow Intel on the infrastructure side (I think this is one of the BIG ones) Bearish stuff: - Growing market share will be extremely tough starting Q2 2001 unless Sledgehammer becomes visible. - Bursting of the bubble of the ".com"s may cool down the PC unit growth and if that coincides with Wilamette ramp, ASPs may fall more rapidly than usual. Chuck