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

To: Mr. Stress who wrote (38790)	10/8/1998 9:59:00 AM
From: Kevin K. Spurway	Respond to of 1578048

More good news: Willamette won't arrive until late 2000/early 2001, giving AMD's seventh generation archetecture plenty of time to take market share: news.com In fact, Willamette will debut on .13u--a LONG way off. Kevin

To: Mr. Stress who wrote (38790)	10/8/1998 10:06:00 AM
From: Joey Smith	Respond to of 1578048

Dave those Rambus licenses are going to cost AMD a pretty penny...Exactly what is AMD's strategy??? Doesn't seem like they have one...All I see is Jerry driving them full-steam ahead into the unknown: e.g. copper processes, Rambus deal. It seems more like a suicide mission to me. AMD down another 8% today at 14.5 Intel holding up very well in this market. joey

To: Mr. Stress who wrote (38790)	10/8/1998 10:12:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1578048

Dave, Since AMD wants to compete at the high end, they had to adopt Direct Rambus DRAM. They said their early chipsets are running at full 800 MHz DRDRAM speed. They also said in the conference call that they will be demoing the K7 at Comdex with infrastructure chips. I think they are going to surprise us with a dual K7 system with 800 Mhz DRDRAM. That would be a scream'n system. Pravin.