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

To: Paul Engel who wrote (71966)	9/15/1999 2:40:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573927

<Then you clearly are expecting a poor Q3 for AMd since they have shipped a trivial amount of SlipALONs.> Defintely poorer than they could have done if they kept their schedule. In the speed grades that Athlon is shipping at, the highest speed bin product prices seem to be dropping at about $5 per day and the lower speed bins seem to be dropping at about $2-3 per day (very rough approximations). So, it is costing AMD a bunch for every day that Athlon shipments get delayed (doesn't matter if it is because of motherboards). And, oh by the way, as an AMD long, I should thank Intel - without Intel's CuMine delays this quarter could have been worse!