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

To: Jim McMannis who wrote (79065)11/8/1999 10:58:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 1573215
 
Jim, Re: I'm digging.
If the Floppermine delay is going to hurt Q4 earnings, I want to know...and I will get out...

So in the mean time, no matter what speculations you have
about 'Floppermine', your faith is still with Intel given
your heavily biased position between INTC and AMD.

Gary



To: Jim McMannis who wrote (79065)11/9/1999 12:41:00 AM
From: Joey Smith  Read Replies (3) | Respond to of 1573215
 
Jim, give it a week. Camino should be ready to go by the 15th, and Intel is waiting for Camino for its big push. There should be plenty of supply in time for the late Nov. Holiday rush. Also, I don't think Intel execs would be so bullish if there was much uncertainty or problems they knew about.

joey


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