Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (72928)	9/24/1999 1:16:00 PM
From: Charles R	of 1571254

Kap, <Intel's Q4 just went in the toilet. Tomorrow all technology stocks will get hit hard especially Dell and INTC.> Looks that way but clearly both Intel and AMD are at risk for Q4. I am not sure what kind of reserves Intel had planned for Y2K.If the motherboard problem hits AMD severely on the K6 builds then Intel could take it in, if they have good Y2K reserves. [I don't say Athlon because a) FIC, probably the largest Athlon motherboard vendor, seems to be in good shape on Athlon, and b)if they have to take cuts, AMD will probably take cuts in K6 motherboards to build a few more Athlon motherboards) I posted a while back that Intel had a build plan for about 1Mu on Camino. Cnet article says may be 1 1/2 Mu. The question in my mind is are these the same units that Niles is talking about as being pushed out from Q3 (Niles is talking about pushout of 2Mu due to demand softness) The question I have is: does Intel inventory consist mostly of Camino boards they probably can't use or do they have some thing that could use to pick up biz from AMD in case of trouble? Chuck

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