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

To: tejek who wrote (124892)	9/27/2000 9:50:54 AM
From: Daniel Schuh	Respond to of 1574786

Ted, I noticed somewhere on SI while trying to look up some of this chipset stuff that Paul Engel recently pegged P4 shipments this year at 200k. Otherwise, I can't say much else. The point of the last post was not that Intel is in trouble, but that they will have some fancy juggling to do over the next year. Beyond that, it hit me that the biggest problem with P4/Willy/Foster and associated chipsets is not the P4 launch, but the continual stream of stuff that will be coming out over the next year, and all the associated FUD. You don't like this P4? Wait till the next one! There's not much we can do about it. If AMD continues to execute well, they should do fine. If Intel starts executing better, it'll get tougher, but nothing short term (i.e. before .13um processes come on line) looks that scary. Long term, well, AMD has *hammer in the works, and maybe Scumbria is right about the P4 scaling. Nothing is certain, but AMD looks worlds better than it did a year ago. Cheers, Dan.