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To: kash johal who wrote (13691)	10/13/2000 12:11:48 PM
From: AK2004	Respond to of 275872

Kash re:I recall that this has happened in the past and MHZ clearly won every time. what you're talking about is retail market and mustang is not designed to compete in retail space Regards -Albert

To: kash johal who wrote (13691)	10/13/2000 12:12:08 PM
From: Jim McMannis	Respond to of 275872

Kash, RE:"I recall that this has happened in the past and MHZ clearly won every time." Interesting concept. Jim

To: kash johal who wrote (13691)	10/13/2000 12:15:25 PM
From: boris_a	Read Replies (1) \| Respond to of 275872

Kash - when do you expect P4 in volume? - and what is Intel going to sell against a AMD 850MHz-1.4 GHz volume lineup by then? With prices from $60 for 850 to $200 for 1.1 GHz? (Q1/01). Regards, Boris

To: kash johal who wrote (13691)	10/13/2000 2:06:58 PM
From: Petz	Read Replies (2) \| Respond to of 275872

kash, <I recall that this has happened in the past and MHZ clearly won every time> You're assuming that Intel will be able to exceed 1.5 GHz on 0.18 and I don't think that is possible. Based on the power dissipation numbers at IDF, the delays in the initial release including rumors of 1.3/1.4 instead of 1.4/1.5, 1.5 will be the limit for all of Q1. AMD should be able to match that. Also, until Intel gets 0.13, they give up 3 P3's for every P4 they produce. (That's according to Lesley Gwinnap at MPF.) Maybe that number will drop to 2 with a shrink late Q1. If you were Intel, how much of your market share would you give up to have lots of the fastest chip? Petz