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


To: Pravin Kamdar who wrote (89697)1/26/2000 10:56:00 AM
From: milo_morai  Read Replies (1) | Respond to of 1571600
 
Pravin We know they are coming. I think the point was they(750 and 800Mhz Piii's) were announced a couple of Full Moons ago, and they are still scarce compared to AMD's releases.

The Longer the Delay of Each INTC release the better it is for AMD.

Milo



To: Pravin Kamdar who wrote (89697)1/26/2000 12:17:00 PM
From: Charles R  Respond to of 1571600
 
Pravin,

<I sit with bated breath and thank each day that I don't see 800 Mhz Coppermines everywhere.>

Stop that bated breath thing - it will take a while. You will be thanking for a long time.

CuMines will most likely be substantially less than 50% of Intel's unit output this quarter. And given the 750/800 launch was done with no product on hand, it will be a while before the supply/demand come in to a reasonable balance.

Intel product planning guys are probably having seizures at this point trying to forecast the product mix that should go out between the double digit CuMine variations that they need to support.

Chuck