Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (62393)	6/19/1999 11:05:00 AM
From: Charles R	Read Replies (1) of 1575737

Cirrslvr, <So will it be here in November?> Doesn't matter. November is inconsequential. Q4 is out. What matters is what happens after Q4. IMHO, all Intel needs to do is get samples out to customers by Christmas so that they can announce systems based on them in the Jan/Feb time frame. The 2-4 weeks after Christmas hardly matter w.r.t. volumes. It is usually inventory clearance time and time to announce new models. Making the sure that customers have production samples by Christmas is crucial though. Otherwise, INTC H1Yr2000 may go bye-bye. I think that is the reason why Intel is talking about November instead of January like Kash suggests. With November OEMs still have hope on INTC; with January there would be a bee-line to AMD. Regards, Chuck

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