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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (69328)8/20/1999 10:50:00 AM
From: Paul Engel  Read Replies (1) of 1572928
 
Chuckles - Re: " What are your "much more realistic" expectations? And, what is the basis for those "realistic" numbers?"

Frankly -I don't have any expectations.

I just watch what is happening with the AThlon - and right now, I don't see much of anything happening.

And that's a real negative for AMD - due to Intel's product slippages over the past 3 months.

And that BAD part for AMD is that Intel is rapidly correcting their product slippages: The Profusion Chip Set is being launched, the Camino/Rambus is being launched within the next 45 days, and the word on the street is that Intel's CuLatermine may actually become CuSooner-rather-than-Latermine at very "interesting" clock speeds.

Clock speeds that will put a real Damper on all the AthLATE hoopla - especially when it is becoming more-and-more evident that the
real AthLATE is a year 2000 product - and NOT a 1999 product.

Paul
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