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

To: Process Boy who wrote (73077)	9/25/1999 1:39:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1584060

PB, I agree.. the biggest issue with this is what to do with the marketing folks.. A better question is does Cumine 'need' 133Mhz FSB to be competitive with Athlon.. if the answer isyes, then Intel is in a tough spot. If the answer is no, then Intel has a little more freedom. Steve

To: Process Boy who wrote (73077)	9/25/1999 1:44:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1584060

PB & Steve, <Having more than one fab's output at one's disposal might give Intel some flexability in a situation like this, with a month to go to launch, IMO. What I am less sure of is the 100 FSB supporting infrastructure status, and the all mysterious marketing considerations.> It looks like BX and 810/810E platforms being the main runners for the next couple of quarters. OEMs who don't like that and want to stay with Intel will have the choice of going to VIA, of course. AMD/Athlon will get some benefit of the fallout (once Taiwan comes back up). Chuck