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

To: Process Boy who wrote (71212)	9/7/1999 9:56:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1576865

PB, Funny how the net result is the same. Many many aspects to this business. Platform infrastructure is one of them. "Build it and they will come" -Field of Dreams Scumbria

To: Process Boy who wrote (71212)	9/7/1999 2:42:00 PM
From: Charles R	Respond to of 1576865

PB, <- <I don't have the impression that the delay in the arrival of Athlon systems is due to a lack of CPUs.> Funny how the net result is the same. Many many aspects to this business. Platform infrastructure is one of them.> I do not believe the "net result" is the same if the systems ship in the next few weeks. Athlon is now supply constrained - so the delay will not cost AMD much other than the opportunity to have established themselves in the back-to-school season. So, far this is not much more than a black eye. If it slips for another month or so then it will be a serious P&L issue for Q4. Chuck