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

To: Jim McMannis who wrote (114601)	6/6/2000 2:52:00 PM
From: Goutam	Respond to of 1575596

Jim, > A few years back, with the avent of the MediaGX (first sub-$1000 PC)and then Brian Hallas braindeadication (sic) to the integrated chip, Intel suckered itself into Timna...that probably was the point where Intel began to scramble and try to cover all bases. I suppose they had so much money they didn't know what to do with it...now they are in danger of flushing some of it down the toilet. > I suspect Intel will get out of Timna - the company may already be in the process of plotting a course to get out of it gracefully. Duron is a far better product than celeron. Celeron will be no match to Duron with SIS highly integrated chip that started sampling this week. In Q3, it would be AMD's choice to capture majority of Celeron market share. Now to increase Thunderbird success against PIII, all AMD needs now is a DDR chipset. To make the virtual guerilla stronger, all we need in Q3 are - more capacity, release of two more Thunderbird high speed grades, price cuts, ddr chipset and sis chip. This will be like putting the virtual gorilla on steroids. If AMD and its partners can accomplish this stuff in Q3, I believe TIMNA will disappear completely from Intel's plans. Even Celeron may be forced to join the list of endangered species. Goutama