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

To: Gary Ng who wrote (50964)	2/25/1999 1:21:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572100

Gary, RE:"Now, with this CPUID thing, do you mean you are going to sell soon ?"... Intel will back out of it, IMHO. Interest rate fears are even more powerful than Intel slipping on a CPUID banana peel. So I guess if you want to hold Intel long term you can use the rate fears and the CPUID fears as a buying opportunity. Depends how long term your time frame aspect is. AMD has to ramp the K6-III and develop a whole new chip in the K7, including chipset and motherboard and ramp it. Intel still has the easier route....they can just take off the CPUID. As far as the "real" P-III, they seem to have delayed the new chipset until september that supports 133MHz bus. Even then a new chipset and adding more L1 seems to be the easier route. Intel also seems to be a little further ahead on .18u whereas AMD has to take a design (K7) not yet proven on .25u, to .18u and at a new FAB no less. I'd say AMD really has their work cut out for them. Jim Jim