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

To: Process Boy who wrote (72783)	9/23/1999 2:39:00 AM
From: Petz	Read Replies (2) \| Respond to of 1574320

PB, >> kash - <So volumes of 667 and 733 parts will be >> less than 5% of mix.> >WRONG! Why, because of VIA or because of low-end 810e chipset? Petz

To: Process Boy who wrote (72783)	9/23/1999 9:46:00 AM
From: vince doran	Read Replies (4) \| Respond to of 1574320

Charles, Kap, Ten, Kash, Petz: Thank you for your reasoned replies to my earlier questions. Your reward is to be bugged for further insights. To wit: Process Boy has hinted hard that Intel has a way around the chipset roadblock that will allow them to ship 7xx CUmines in quant. What do you think? Process Boy: I know you feel limited in what you may disclose, but how about this: Is it your personal opinion that Intel has already manufactured a non-rambus chipset solution that will allow 7xx CUmines to ship in the quantities your fabs are capable of producing? Longs: The risk picture: If Athlon fails as badly as Paul Engel hopes it does, do you see any floor under AMDs stock, and if so what? Buying opportunities: Since the tectonic slip in Taiwan has barely dented the stock so far, do you see any other bad news driving the stock much lower short-term? (Where bad news that WOULD NOT be buying opps is defined as events like IBM dropping Athlon) TIA, again Vince