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To: Paul Engel who wrote (83954)	6/19/1999 9:03:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Paul: I would only agree if it caused a sea change in fundamental architecture drift and that would be a longer term problem. Slippages like this should not be surprising when so many elements of the design are changing at one time. There is a very interesting analysis over on one of the RMBS boards about the K-7 challenge and what is involved. JFD

To: Paul Engel who wrote (83954)	6/19/1999 9:32:00 PM
From: grok	Respond to of 186894

RE: <For Intel to slip on Coppermine - the CPU that could maintain Intel's technology lead over AMD - could have a serious negative effect on Intel's image and market share. Allowing AMD to get its "nose under the tent" of Intel's high end customers is a very serious deal.> Yep.

To: Paul Engel who wrote (83954)	6/19/1999 10:01:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Paul, Intel has mis-fired on the Coppermine at a critical time - on the eve of AMD's K7 launch. The K7 has the "potential" of competing head on with Intel's best x86 CPUS - or even surpassing them. Even the best case scenario for Coppermine would not keep it competitive with K7. Intel has been able to rely on manufacturing for a long time, but this time they need a new architecture. Scumbria

To: Paul Engel who wrote (83954)	6/20/1999 4:29:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 186894

Paul - RE: "The K7 has the "potential" of competing head on with Intel's best x86 CPUS - or even surpassing them." Interesting to see you speak of the K7's "potential". "Couple that with all the other slipped and slipping schedules - Camino/Rambus, Profusion, 810 hiccups, etc., and you have a real scenario for an earnings impact." Thanks for reminding me about the Profusion "slip"! "I just hope Intel pulls its bacon out of the fire - soon." I was wondering what that smell was... I guess AMD is going to be bringing home the bacon - soon!