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

To: Charles R who wrote (71969)9/15/1999 3:39:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1573927
 
Chuckles - re: 'And, oh by the way, as an AMD long, I should thank Intel - without Intel's CuMine delays this quarter could have been worse!"

You're probably right !

But - early Coppermine shipments are already beginning - and as they ramp up. AMD's SLOOOOOOOOOWWWWW AthLATE ramp starts to look very ominous.

Now, customers have a choice of high end Coppermines or AthLATEs - and the AthLATE MuthaBORED FIASCO is fresh in these customer's minds. And you know what that implies.

My guess is that Q4 may be a real SHOCKER - in a negative sense - for AMD investors.

Profits may indeed be around the corner - at Intel's headquarters !

Paul



To: Charles R who wrote (71969)9/15/1999 3:59:00 PM
From: tejek  Read Replies (3) | Respond to of 1573927
 
Charles

RE <<<Defintely poorer than they could have done if they kept their schedule.>>>

I believe last Q AMD preannounced in the last week of June. Is that what you or anyone else on the thread remembers?

Thanks.

ted



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