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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (72941)9/24/1999 1:38:00 PM
From: Charles R  Read Replies (1) of 1571415
 
Bill,

<Very few consumer systems go as high as 512M,so that limit will not impinge most people.>

The target market for Camino platform is HIGH-END workstations. So, I am not sure if your statement is accurate.

<There is no joy in Gatewayville, mighty Intel has struck out........there goes Gateway's Q4 as they will be way back of hind tit...near the root of the tail as far as AMD is concerned.>

I do not know if Gateway is exposed. Almost no body was counting much on RDRAM based systems other than Dell.

<Where will Intel's liability lie here? What burden will they bear of this?, financial as well as blamelaying. Will there be lawsuits...yes there are always lawsuits.>

Other than supply problems, for Q3/Q4, we may be looking at a substantial one-time write-downs in Q3 or Q4.

Chuck
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