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

To: Cirruslvr who wrote (96536)	3/3/2000 10:19:00 AM
From: milo_morai	Read Replies (1) \| Respond to of 1571808

Intel still isn't providing DELL with enough 800Mhz processors as of now.. It is very bizarre situation for 4 or 5 fabs running at .18um Milo

To: Cirruslvr who wrote (96536)	3/4/2000 11:59:00 AM
From: Charles R	Respond to of 1571808

Cirruslvr, <Yup, Intel again creates the demand and AMD supplies it! The same thing happened with the PIII 800 launch.> I think this time there is a twist to the story. Intel is limiting the release to the consumer side and that too to 3 of the 5 OEMS. Smart move given the limited availability. AMD's opportunity here is to go aggressively after the business market. Looks like there is already good progress in this internationally. If AMD plays this right, there should be some very significant US business design wins showing up in Q2. In that context, I see a decent chance of another earnings preannouncement in the next couple of weeks. Chuck