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

To: Process Boy who wrote (92311)	2/10/2000 9:42:00 AM
From: Bill Jackson	Respond to of 1573092

PB, No need to adjust the model. I see you are quite realistic in this. I can see that there will soon be parts galore in the stores. Others stick closer to the party line than you. Now we will see if the AMD clients are just bad weather friends who will go back to Intel when Intel has all the parts to fill all orders. This is when the price bllod bath will start and when AMD needs to have a flip chip ready with full speed cache on chip to have some hope of cempetition as the prices fall. Some say Intel will keep the prices high to defend their share price? That is the logical path, however Intel may again wish to destroy AMD and may cut all prices across the board to do so? Bill

To: Process Boy who wrote (92311)	2/10/2000 10:05:00 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 1573092

RE:"The volume of 800's was constrained by insufficient capacity to meet demand. They were and are, in fact, shipping." Explain that to this guy....Ken... techstocks.com Name: Ken Gallagher Location: Occupation: Only an 8 to 10 day delay? Gee, I wonder why Dell just informed me that the 800 MHZ Dimensions B that I've had on order since December 20th and was supposed to ship on February 9th is now slipped to April 20th?? What was Micron's telephone number?? " ---- April 20th for a Dell Coppermine orderd December 20th? Yes demand is good...<G> Jim