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

To: Michael DaKota who wrote (69630)	8/23/1999 4:55:00 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 1573691

All, Where is the profusion of 8-way Intel servers that were to be announced today? Also, 10 questions with Drew: agn3d.com Sounds like they might be getting a foot in the door at Dell. Pravin.

To: Michael DaKota who wrote (69630)	8/23/1999 6:55:00 PM
From: RDM	Read Replies (1) \| Respond to of 1573691

Athlon Guesses First First Dec 31, 1999 Announce K7 Announce K7 Mhz Announced K7 Mhz RDM 25-Jun 600 750 John Petzinger 20-Jun 533/600 800 kash johal 21-Jun 600 767 Kevin K. Spurway 30-Jun 600 Cirruslvr 28-Jun 600 700 MickeyB 25-Jun 600 Jim McMannis 20-Jun 600 Yougang Xiao 24-Jun 600 800 Paul Engel 01-Apr 1500 d e conway 01-Jun 550 666 dakota 14-Jun 600 800 Steve Porter 23-Jun 600 900 Y. Samuel Arai 11-Jun 550 750 Charles R. 07-Jun 650 Tenchusatu 28-Jun 600 800 Mike Magee 28-Jun 600 survivin 23-Jun 600 800 Dirk Meyer Dinner Jun 600 (300Mhz L2) Wall Street Journal Jun 550

To: Michael DaKota who wrote (69630)	8/23/1999 10:43:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573691

Michael, <And now they have to make a profit and everyone is happy..;)> Ain't that the truth! That's what I am most concerned about for the short term. I am very upbeat about AMDs prospects for year 2000 when 0.18 lets them sell at least 5Mu Athlons a quarter (without Dresden) but Q4 still looks shaky to me. AMD has definitely lost 2 valuable months so far and they cannot afford to lose any more if they want to have a good Q4. As things stand right now, AMD is on the verge of losing the lucrative back to the school season. If AMD can't get a good number of K7 systems on retail shelves, kids will be going to school with Celron or PIII 450/500 PCs. Christmas looks better but I would not underestimate Intel's marketing muscle - especially if there are any more unanticipated delays. Looking forward to good system availability in retail .... Chuck