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To: Joe NYC who wrote (125134)1/16/2001 7:42:48 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Joe, what do you think of Intel's capex plans for the year, and can AMD come up with the cash to buy what they need to compete vis a vis 0.13 and 300 mm? Maybe 300 is not so important unless you need to make chips in the quantities Intel does. Is AMD still in bed with MOT? How about MOT's seeming inability to keep up clockspeed-wise on the Apple CPU chips? Just wondering if this thing comes down to the bully with most of the marbles just buys his way into having all of them.

Tony



To: Joe NYC who wrote (125134)1/16/2001 9:19:23 PM
From: jim kelley  Respond to of 186894
 
The pressure is on AMD as far as DDR is concerned. Clearly, AMD's DDR launch has been a bust so far- much worse than Caminogate.


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