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To: Charles R who wrote (87764)	9/4/1999 8:07:00 PM
From: Paul Engel	Respond to of 186894

Chuckles - Re: "That is probably going to be true for the next 5 quarters or more (if Wilamette continues to slip) - unless Intel screws up again. " Wilamette slip ? When did Intel give a ship date for Wilamette ? Paul

To: Charles R who wrote (87764)	9/4/1999 8:12:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Chuckles - Re: 'That leaves the margin burden on 600MHz PIII and whatever CuMines they can get out before the quarter is over.' My hunch is that Intel will be shipping/ramping Coppermines all through October - making a definite contribution to Q399 revenue and profits. Re:" Is that enough to carry the quarter? We should have a better idea by the time CuMine is released." I don't think Intel needs the Coppemine to "carry" the quarter. I think you should be more worried about the $37 400 MHz Kdawg 62's and the "lack of demand" for AMD products in general. Paul