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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (71969)9/15/1999 3:39:00 PM
From: Paul Engel  Read Replies (1) of 1573989
 
Chuckles - re: 'And, oh by the way, as an AMD long, I should thank Intel - without Intel's CuMine delays this quarter could have been worse!"

You're probably right !

But - early Coppermine shipments are already beginning - and as they ramp up. AMD's SLOOOOOOOOOWWWWW AthLATE ramp starts to look very ominous.

Now, customers have a choice of high end Coppermines or AthLATEs - and the AthLATE MuthaBORED FIASCO is fresh in these customer's minds. And you know what that implies.

My guess is that Q4 may be a real SHOCKER - in a negative sense - for AMD investors.

Profits may indeed be around the corner - at Intel's headquarters !

Paul
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