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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (62173)6/17/1999 5:17:00 PM
From: Charles R  Read Replies (4) of 1571681
 
Kash,

"In fact they should cut their lossess and push it to Jan 2000."

Christmas is already out. There is no way a OEM (with the possible exception of Dell) would risk Coppermine for this Christmas season with the current schedule.

I would expect AMD to pick up a lots of K7 design wins - I mean LOTS.

Also, Intel's cost structure would take a serious shock - just pick a number of Coppermines that would have shipped in Q4 and compute the dollars that Intel would be not gaining by shipping PIII catridges. All this does not even consider the speed grade issue.

And, this in the best selling quarter of the year!

So, I am not sure why you say it is not a big deal. Can you explain (and knock my arguments down as necessary)?

Thanks,
Chuck
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