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

To: kapkan4u who wrote (62408)	6/19/1999 1:16:00 AM
From: Ali Chen	Read Replies (1) \| Respond to of 1573095

<CuMine problems may explain why Intel have not pre-announced lower Q2 revenue yet.> I do not see how CuM delay is affecting their Q2 business... I think for "real investors" those plus-minus $0.5B in Q2 profits is not an issue. The bigger issue I see is the delay announcement itself. They could perfectly stay in promised 533 range for introduction, and explain to dumb public the absence of higher grades by something like "inexpectedly high demand of old reliable P-III", or something like that. I have a very big FUD about this announcement. It may mean that the MHz pressure from AMD is so high that 533 or even 600 will be way off the selling point in November. It also spells more good-bye to successful "on-time" Merced tape-out... Interesting development.