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

To: Bert Herman who wrote (91353)	2/3/2000 6:01:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1575427

RE:"Is Intel expecting a war and building a strategic reserve or do they just have yield problems like AMD had in the past?"... Pretty clear to me that Intel is having trouble ramping 'ole Betsy (P6) to such high speeds. Intel is praying to get to the Willamette. It appears they will do and say just about anything to keep the customers believing there is something great just around the corner. They announce chip speeds with only a handful of chips on hand. They accelerate future speed grades in their roadmap with the promise the next stepping is on the way, knowing they will be lucky to deliver. They plan to show a Willamette running at over 1 GHz at a show, hoping to freeze the markets into waiting for this "super duper" chip, all the while just hoping they will get to it before the end of the year. They keep a straight face while telling you the Coppermine runs great in an i810e motherboard... Really wild... Jim

To: Bert Herman who wrote (91353)	2/3/2000 7:19:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1575427

Hi Bert: Re: "Is Intel expecting a war and building a strategic reserve or do they just have yield problems like AMD had in the past?" Comment: Pretty obvious what's going on when one looks at flat Q4 Intel sequential growth compared to AMD's 35% and if that's not a large enough hint then look at GTW's recent departure from the Intel fold...Just can't sweep those 2 facts under the carpet which run 180 degrees counter to what some of the Intel "whipping boys" on this thread are trying to sell you!