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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (110134)	5/10/2000 2:50:00 PM
From: Petz	Read Replies (2) of 1582636

Pravin, re:<ALso, shouldn't Intel be required to make some sort of news release about flooding the market with Katmai PIIIs?> IMO, Intel will have to make an announcement soon that they will NOT be able to meet demand in Q3 as formerly promised. If they're smart, they'll let all the skeletons out of the closet then, including the "return to [bridge on the river] Katmai" story. Then there's also the rumors of PCPGA CPU's cracking in use. With Katmai and FLopperMine overlapping from 500 to 650 MHz, its hard to tell what you're getting when you buy a PeeWeeIII system. I don't think it would Intel's fault if the customer didn't get what he thought -- thats the job of the boxmakers. Come to think of it, with all the potential dark clouds on Intel's horizon, why on earth did I sell those Intel puts? Oh yeah, to buy more AMD (and TRMB). :-) Petz

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