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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (51096)2/26/1999 5:03:00 PM
From: kash johal   of 1575624
 
Jim,

That is an absolutely stunning number with 98% dissing the PIII.

Obviously there is a backlash against the PIII but it isn't clear to me how strong it really is.

If I owned Intel stock I would buy some protective puts next week.

I am sure the stock will rise after the PIII release and there will lots of press on the huge numbers of PIII's sold as I am sure there will be an initial scramble for the parts.

I just think that Q2 could be tough if AMD delivers large quantities of 400-450 speed grade parts.

Regards,

Kash

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