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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (89969)1/27/2000 11:37:00 AM
From: kash johal  Read Replies (2) of 1570092
 
PB,

Re:"intel launches"

Do you see Intel's launch of its 866/933 parts this quarter as some have surmised.

As you know AMD will gave 850 on Feb 10, with 900's a month later in March.

I can see Dell getting screwed again if Intel announces 866/933 early to match AMD. They rely on shipping the highest speed grades in high volume early on.

Dells model has worked bautifully when Intel had millions of units to ship prior to launch.

This new paradigm of Intel launching with low to modest volumes will surely hurt Dell the most.

Welcome your comments.

regards,

Kash
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