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

To: dougSF30 who wrote (117944)	6/27/2000 8:28:00 PM
From: Jim McMannis	Respond to of 1575980

RE:"It appears AMD is beginning to execute this strategy. Sweet." All they need is chipsets and motherboards... All Intel needs is Willy. So AMD has another 3 months minimum to put on the squeeze play... Jim

To: dougSF30 who wrote (117944)	6/27/2000 8:36:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1575980

Re: "The former pressures Intel to raise Celeron II speeds, cannibalizing the heart of the P3 speed-grade distribution if they do, losing Value marketshare if they don't." I foresee Intel raising Celeron FSB speeds to 100Mhz once the new 815 chipset is established at 133MHz FSB. It only makes sense. Re: "The latter pressures Intel to raise P3 speeds, which forces them to accept poor yields if they do" How do you figure this will effect yields? EP