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To: Scumbria who wrote (109008)8/30/2000 4:31:21 PM
From: jcholewa  Respond to of 186894
 
> [The] reason I was optimistic about AMD in the winter-spring of 1999, was based strictly on K7.
> At one point, I thought Willy was going to be a killer too. But as the micro-architectural details became available, it
> became obvious that was not the case.

I will admit that I started putting money into AMD pretty much around the time of their MPF K7 presentation. And towards the beginning of this year, I was planning on dumping my AMD in Q4 or '01Q1, largely because of Willamette. From recent information, though, I probably won't do that. I'm going to be greatly lessening my proportional stake in AMD in favour of other companies, but I will agree that Willamette is not the obvious Destroyer of Worlds that I was expecting as a strong possibility.