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

To: Charles R who wrote (73251)	9/27/1999 2:26:00 PM
From: tejek	Read Replies (2) \| Respond to of 1577883

Chuck RE <<<I am surprised by how blind the market has been to Intel's announcement today of 820 slippage.>>> I'm not. I don't think anyone really believes that intc may be having real problems except may be for Niles. Look what happen last quarter; intc failed to make its numbers, failed to pre-announce but, based on better 2nd half comments, rallied anyways....you don't see that very often. Just as no one can believe that AMD may be pulling off a possible revival, no one can believe intc is screwing up big time. And I still believe some bad news is coming down re cumine. ted

To: Charles R who wrote (73251)	9/27/1999 3:47:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1577883

Chuck RE "P.S.: Unfortunately for AMD longs, Athlon platform has clearly not reached the maturity level necessary to exploit this situation. Yeah, they will get a little incremental business for AMD but nowhere near what they could have if the product was launched cleanly on time a couple of months back." ---- I hear that AMD is already shipping 700 MHz Athlons. Anyone else hear the same?