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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (86621)1/12/2000 1:14:00 AM
From: Charles R  Read Replies (1) of 1572724
 
PB,

<Right. So Intel can hear you all say how P858 product "is not widely available" even more...yeah, they have too much P858 capacity.>

Doesn't it look like it is product mismatch than anything else? Gateway wanted low-end parts but was offered high end parts. Dell wanted high-end (read FSB133/RDRAM parts and we know how that went. Gateway and Dell both wanted some CuMines but we know what happened there. And to top it off there seems to have been a slight Y2K slowdown in December.

This Q4 has been one of the trickiest quarters to judge in my recent memory.

Chuck
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