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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (62393)	6/19/1999 12:47:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1572953

<So will it be here in November?> We all know that the mass production requires 10-12 weeks for wafers to process. If the "fix" have been identified just yesterday, there is no way of full nor partial production in November, especially in "Intel scale". There must be full-scale internal validation first, then customer validation, not counting for packaging etc. There could be "rocket lots", but they do not fully represent the mass product. Intel is apparently sand-bagging investors. Poor ones...

To: Cirruslvr who wrote (62393)	6/19/1999 11:05:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572953

Cirrslvr, <So will it be here in November?> Doesn't matter. November is inconsequential. Q4 is out. What matters is what happens after Q4. IMHO, all Intel needs to do is get samples out to customers by Christmas so that they can announce systems based on them in the Jan/Feb time frame. The 2-4 weeks after Christmas hardly matter w.r.t. volumes. It is usually inventory clearance time and time to announce new models. Making the sure that customers have production samples by Christmas is crucial though. Otherwise, INTC H1Yr2000 may go bye-bye. I think that is the reason why Intel is talking about November instead of January like Kash suggests. With November OEMs still have hope on INTC; with January there would be a bee-line to AMD. Regards, Chuck