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

To: Jim McMannis who wrote (92316)	2/10/2000 10:44:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1573096

Jim - <April 20th for a Dell Coppermine orderd December 20th? Yes demand is good...<G>> These DELL stories do concern me. I don't know where the parts go once they leave my view. PB

To: Jim McMannis who wrote (92316)	2/10/2000 11:26:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573096

Jim - RE: "April 20th for a Dell Coppermine orderd December 20th? Yes demand is good...<G>" Don't you realize demand is sooooooo great that Intel has already met their Cumine sales quota - and then some - for this Q? They are pushing out sales into next Q because they don't want to sell too many this Q. ;)

To: Jim McMannis who wrote (92316)	2/10/2000 1:02:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573096

Jim, <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?? "> This could be because of RDRAM issues. I am hearing some bad news at that end. I see a lot of short term risk here for RMBS so I am out of RMBS for the time being - will probably pick it up much lower in a month or two. Chuck