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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: Scumbria who wrote (4748)8/12/2000 1:19:30 PM
From: semiconengRead Replies (7) of 275872
 
Semi,

It is the middle of August. If Willy was launching anytime in the foreseeable future, the whole world would know about it.

Scumbria


Scumbria,

I got news for ya, Willamette is still on track, despite what Solomon Smith Barney Financial Analyst says. Intel has always been shooting for the Christmas Season. By December, you'll be singing a different tune.

Intel already missed Back To School for Willamette, and their high end P3 is selling at premium prices (ie: High ASP) There's no need to introduce in August, or even September, Now October/November......Different story. Hummmmm that would fit right in with Mr Solomon Smith Barney's "rumor", now wouldn't it? So even IF the chipsets are not quite in ready, or in high volume, so what.

Several AMD Fans on this board, prefer to think of that, as a sign that there's something wrong with P4. I have a different "opinion". I think, that Intel saw that the chipsets were not quite ready, and they had already missed Back To School, so...... Maybe..... Just Maybe..... intel decided to wait for the chipsets, and go back to it's old ways, of stockpiling microprocessor chips in the warehouse prior to launch. Did anybody ever think of that one?

Hummmmm?

SemiconEng
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