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

To: 5dave22 who wrote (105568)4/14/2000 2:59:00 PM
From: Elmer  Read Replies (1) | Respond to of 1570548
 
Re: "I'm sure they are, how could they not be with all that fab space. But what about 700MHz in Q2 - as the sweetspot moves into that area?"

There will be Celerons to fill that market but I suspect you meant CuMines. In that case I don't think Intel will have very many 700MHz CuMines at all in Q2 unless they down bin them.

EP



To: 5dave22 who wrote (105568)4/14/2000 5:11:00 PM
From: 5dave22  Read Replies (4) | Respond to of 1570548
 
Why isn't anybody discussing this? Isn't this big news?

theregister.co.uk

I had a little dialogue with Elmer, he hasn't really addressed the issue. It starts here.

Message 13427384

Comments welcome!

Dave



To: 5dave22 who wrote (105568)4/14/2000 11:51:00 PM
From: Charles R  Read Replies (4) | Respond to of 1570548
 
< theregister.co.uk >

Very interesting! Could it be true?

Could that be part of the reason for Jerry saying there is more demand even for K6s in a typically weak Q2?

Guys if anyone can confirm this, please post. I will check around and post if I find anything. Coupled with Nasdaq's doldrums, an event like this could call for being seriously in cash the day after Intel's earnings.


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