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

To: Petz who wrote (80035)	11/16/1999 1:30:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1570744

Petz, re: <Using 2M as the number of CuMines, remember that very few of these are at 650, 666, 700 and 733. Since there are also mobile chips in this number, the real number of desktop CuMines may be as low as 1.5M, not much more than AMD Athlon > My question is, will it (Intel's Cumine problem) continue into Q1'00? If it does, you may see faster ramp of K7s than the forecasted one :o) Goutama

To: Petz who wrote (80035)	11/16/1999 1:43:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 1570744

<Using 2M as the number of CuMines, remember that very few of these are at 650, 666, 700 and 733. Since there are also mobile chips in this number, the real number of desktop CuMines may be as low as 1.5M, not much more than AMD Athlon.> Petz, you are really reaching here. Only two million Coppermines this quarter. Uh huh. Is there any reason why you'd want to grossly underestimate Intel like that? Tenchusatsu