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To: Earlie who wrote (32399)	4/11/1999 3:02:00 PM
From: accountclosed	Read Replies (1) of 86076

But in regard to the recent quarter, the AMD preannouncement that surfaced while we were at MU brings up a question. If AMD shipped 1.2 million units less than plan and not a single PC vendor complained about an inability to get processors, what would have happened if all 5.5 million AMD parts had been made and shipped? One logical response to this development is that the investment case for Intel is (not wholly, but substantially) dependent upon AMD having additional screw-ups going forward. Message 8840638

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