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To: Tenchusatsu who wrote (34069)	11/6/1999 1:57:00 PM
From: jmac	Respond to of 93625

The FUD is going to come fast a furious this week as Comdex draws near and major product annoucements are made. Shorts got caught with their pants down and are hoping for a quick push down in order to cover. As I see it, shorts cover in the 70s and short more in the upper 90s (until Comdex).

To: Tenchusatsu who wrote (34069)	11/6/1999 4:00:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: As for Athlon, tell me what "upside" surprises it has shown lately... Tenchusatsu, They actually made a bunch of Athlons, and they are available. Given that a new chipset was needed, and a new motherboard to go along with it, I don't think even AMD really expected the whole Athlon thing to work :-) But - it did! As far as 750+ parts are concerned, I think AMD is just letting that big question mark hang out there to goad Intel into making hurry up and ship it mistakes - and their strategy has been working like a charm, so far. >>>>>can you point me to articles which talk about the details of the lawsuit? theregister.co.uk .....In July, Intel filed suit against VIA in the US. That case is still unresolved A former senior employee of VIA Technologies, who did not wish to be named, described Intel's legal tactics as "harassment". Intel would not comment on the case yesterday. Staff in FIC's marketing department seemed bemused by the unexpected action. The US company had not contacted FIC about the suit, marketing specialist Annie Tsai said. Instead, FIC had learned of the action from an Internet news site...... ......Lee described Intel's motivation for its action against FIC and Everex as a "marketing issue." Intel's newest chipset, the 820, had "big problems" relating to its use of a new type of memory, Lee said. He contrasted this with VIA's "successful" introduction and mass production of its latest chipset. "Currently I think Intel's chipset group faces a big challenge because VIA is quite successful in promoting the new generation chipset. So I think it's more a kind of marketing strategy to try to impact our customers. To stop our momentum." Regards, Dan

To: Tenchusatsu who wrote (34069)	11/6/1999 4:16:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: can you point me to articles which talk about the details of the lawsuit? I guess Intel has decided it invented the Video display adapter, nvram, and the concept of "slowing down". Funny, none of this was a problem when Intel was competitive in the marketplace, only now when they see themselves losing a chunk of the CPU market. Remember the deal that Intel made with the PC community to get it to junk microchannel for PCI? PCI was to be an open standard with no royalties. I think it's too late for them to change their minds now. ======================================================== ebnews.com Specifically, Intel is alleging infringement of two patents covering dynamic nonvolatile-memory updates within a computer system, as well as patents relating to the invention of the graphics adapter and a method of operating a microprocessor at reduced speed. Intel acquired the graphics patent, originally assigned to Wang Laboratories Inc., in June 1998. In the United Kingdom, a single patent was named, apparently covering Intel's bus technology. The suit filed in Singapore was unavailable for review. Motherboards named in the suits include FIC's PAG-2130, which uses Via's Apollo MVP4 chipset; the KA6100, an Apollo Pro-based board; and the SD11, which marries Advanced Micro Devices Inc.'s north bridge and a Via south bridge for the Athlon microprocessor. =================================================== Regards, Dan