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

To: Charles R who wrote (65129)	7/13/1999 5:38:00 PM
From: kapkan4u	Respond to of 1578701

<Chuck - re: This puts all the goodies in Q4 - well someone is assuming AMD isn't going to deliver - I wish them luck.> Chuck, This is exactly my thinking too. With all the Y2K, Rambus, CuMine, K7 issues on INTC's plate, the "strong second half" guidance is simply not credible. Kap.

To: Charles R who wrote (65129)	7/13/1999 6:50:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1578701

Chuck, From CC: <Camino will not support PC133 SDRAM natively, requires a bridge chip.> This will add cost and latency to Camino systems at the time when they will need every bit of both to compete with Athlon. Kap.

To: Charles R who wrote (65129)	7/13/1999 8:18:00 PM
From: tejek	Respond to of 1578701

Charles RE: "What beats me is that people are pushing up INTC on the instinet" What happens on the instinet is not necessarily a good indication of what will happen tomorrow. There is already speculation by thestreet.com and MSNBC as to how badly the markets will be rattled tomorrow. If they are rattled at all, intc will go down big time. At one point after hours, several stocks like Dell, Cisco, etc were down in sympathy with Intc. I hope the markets blow off intc's earnings problem like they blew off Argentina today. ted