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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (118962)	7/3/2000 4:20:29 PM
From: dougSF30	Read Replies (1) of 1578569

Why do you think KT133 will have much impact on Q2 earnings? Gateway, for instance, is using the 750 chipset. I suspect others might be doing the same. And don't the big OEMs pay AMD when the tbirds arrive, not when they sell the systems built with them? The KT133 mobo launch was far from perfect, but given AMD's agreement to produce more classics for the KX133 board makers, and the ability to build Tbird and Duron systems around the 750 (or Asus KX133 for the DIY folks), I don't see it having a big impact on Q2. I'd appreciate your thoughts on this, Doug

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