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

To: Jim McMannis who wrote (71422)	9/9/1999 4:05:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1575181

Jim - <Intels 4th quarter looks good too since AMD is still fumbling with motherboards and Y2K fears haven't materialized yet...but I suspect they will and AMD will get the mobo problems corrected. So, look out as the noose tightens.> In all seriousness, I do not believe Intel is feeling any hint of a noose. There are competitive situations that need to be responded to, but I don't believe the air supply is at risk. One thing I would consider for Q4 is there will be high MHz, true .18 (small die) Coppermines spilling out of 4 fabs. You have already commented on Intel's platform infrastructure prowess....I guess I'll leave it at that about how I perceive Intel proceeding with Q4. BTW, it doesn't hurt that there still does not appear to be a K7 650 in sight. By what I understand the volume to be on 650's through the rumor mill, it's not much to worry about in terms of real silicon at this point, IMO. BP