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

To: Process Boy who wrote (81516)	11/30/1999 12:13:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572344

RE <<<And yes my latest rebuttal to Charles. All's I'm going to say is that he is absolutely wrong on his binsplit information. Wrong ,wrong, wrong. His source is nowhere near Coppermine. That is very apparent.>>> PB Forget the morality of Charles sources....for some reason, either intentionally or unintentionally, you are not answering essentially the same question that's being posed to you by several different members of the thread. Why is there such a discrepancy between what you (and intc mgmt for that matter) have said from the beginning (Sept and Oct.) re cumine production quality and quantity and the amount of product in the marketplace? You say repeatedly that Charles's sources are off the wall but the product currently in the marketplace (which is over a month since the launch) reflect what his sources say, and not what you claim. I called a Circuit City in my area....they have not seen a PC with a 733 YET. You are like the guy who's bleeding from 5 different places and when asked how he's doing, says "fine". What gives? Are you blowing smoke because you have to or think its the right thing to do according to your NDA? If so, then let us know. ted

To: Process Boy who wrote (81516)	11/30/1999 2:10:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1572344

PB, <And yes my latest rebuttal to Charles. All's I'm going to say is that he is absolutely wrong on his binsplit information. Wrong ,wrong, wrong. His source is nowhere near Coppermine. That is very apparent. I do take exception with Charles indicating he has an inside source on Coppermine issues, and then post a bunch of inaccurate crap.> Pretty strong language coming from you! I said this about CuMine bin splits - The current binsplits at 800MHz are non existant and it needs an additional stepping to get 800s in to production and it will take Feb/March time frame to get volumes on that speed grade. Do you deny this? I asked you this before and I don't remeber seeing a yes or no. You were pretty quick to point out 733 yields were in double digits so why are you hesitating on something like this? If you say I am wrong on this count, i will shut up and wait for 800 volumes to show up in sooner than Feb. <This guy can't even get the proper state that the design group is located in for Pete's sake. > I am not sure if you are knocking my sources but I thought Katmai/CuMine circuit designs were done in Folsom and asked you to confirm. This partciluar info is not from a "source". This was based on my impressions on a lot of conversations I have had with people over the last few months. To be sure the confidence level on that peice of information shows up in my original statement in this regard - which was - "If I am not mistaken, the Wilamette guys are in Oregon and the CuMine guys are in Folsom." <Why doesn't this guy, if he is so down on INTC, (and apparently at least thinking he's/she's violating his/her NDA) even work there? > Man, don't go about talking about NDAs. Everyone talks - intentionally or unintentionally - either out of pleasure or out of pain. People/companies only complain when the info is not favorable to them. Just look at this thread and see what gets posted - don't need to look too far to reach that conclusion. <You got out, didn't you? Why doesn't this unhappy INTC camper? That's what's cool about the U.S., employment is an implied 2 way contract. > Acutally one of the guys who commented on the bin splits is in fact looking outside and I do not believe he is alone in thinking of getting out. In this day and age, lots of smart people leave companies which they thing are slowing down. (look at Greg Favor, he left AMD a year back or so and now he is a multi-millionaire thanks to Siara) <And working sror someone that you go around stabbing in the back, > How can it be stabbing if this guys are obvioulsy feeding me crap? There is not much of ethics involved here. Companies routniely don't tell bad news to stockholders until it is too late. Compeition/customers hear about bad news way before it starts leaking out on public forums and insiders dump their shares way before too. Just remember not everone needs to tow the party line. Just that some is not happy with how his company is performing and vents doesn't mean the guy is unethical. If it is unethical share bad news is it OK to share good news? Chuck