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

To: Pravin Kamdar who wrote (119268)7/5/2000 1:57:06 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1578288
 
Also, from Pricewatch and retail ads, I think we can assume that Intel is now producing 800 Mhz PIIIs is large volume, and 866 in good volume. AMD needs to release higher speed grades soon -- to keep the pressure on.

I think AMD will announce 1.1 Ghz on the morning of earnings, and Jerry will state that 1.2 will be available "later in Q3" during the CC.

Pravin.



To: Pravin Kamdar who wrote (119268)7/5/2000 2:03:03 PM
From: dougSF30  Respond to of 1578288
 
Pravin, that is excellent news, IMHO. 40% cut at 1 GHz *must* imply higher grades coming by then, and where does this leave Intel? Trying to scrape out profits on ~100,000 1GHz p3's and 'limited' 1.1 GHz p3's.

Speculation:
Duron goes to 750 (maybe 800?) No Tbirds below 800? 850? 900?

Doug


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