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

To: steve harris who wrote (114466)	6/5/2000 8:27:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572777

Steve - RE: Timna DELAY This is GREAT for AMD! Intel strikes AGAIN! Chalk up ANOTHER DELAY! Duron + SIS integrated chipset is going to be a KILLER platform! Hmmm, if the Timna MTH won't work, does this negatively affect a possible Willy MTH? Otellini and Burns are our friends. jajajajaj

To: steve harris who wrote (114466)	6/5/2000 8:36:00 PM
From: milo_morai	Respond to of 1572777

ROTFLMAO!!! (eom)

To: steve harris who wrote (114466)	6/5/2000 8:45:00 PM
From: 5dave22	Respond to of 1572777

Steve - SWEET! Now we know where the early AMD activity came from. It was Intel employees loading up on AMD! :) Dave OT - Trailblazers complete the choke-job for the ages.

To: steve harris who wrote (114466)	6/5/2000 9:15:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1572777

Steve: BWahahahahahahahahahahahahahaha! Steve

To: steve harris who wrote (114466)	6/5/2000 9:41:00 PM
From: Joe NYC	Respond to of 1572777

steve, Re: Timna I guess more "issues" Joe

To: steve harris who wrote (114466)	6/5/2000 11:13:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572777

Re: The disease is spreading...... [Timna Delay] My 2 cents is that even though Intel will be able to gain more short term revenue from the freed up foundry space, it's still a problem for Intel. The hope was: Timna \|\| Via (Samuel/Joshua) Duron Celeron \|\| Athlon Pentium \|\| Mustang Willamette \|\| ------ The plan was: Tima \|\| Via (Joshua / Samuel) Celeron \|\| Duron Pentium \|\| Athlon Willamette \|\| Mustang Now they risk: Celeron \|\| Via (Samuel/Joshua) Pentium \|\| Duron Wilamette \|\| Athlon --------- \|\| Mustang Intel's threat from Via wasn't a cost or technical threat, it was a marketing threat. My feeling is that VIA's announcement of volume chips for Q3 was the most significant one to come out of computex. Sander's "virtual gorilla" is proving to be a pretty tough customer.

To: steve harris who wrote (114466)	6/6/2000 12:42:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572777

<This sucks... :o) Message 13832319 The disease is spreading......... Too bad.> As bad as this sounds, this may be more of a PR nightmare but be actually be a good news for Intel. Thanks to Intel's inability to execute on RDRAM, Timna was getting ready to be DOA. Message 13825739 This is a MAJOR PR issue for Intel and a few OEMs with plans for Timna back-to-school products are going to be pissed but that's a different story. I have a strong feeling that Intel just took an escape path for saving Q3/4. Without Timna/MTH distraction, Intel can now put its entire focus on CuMine and 815 ramp (and 820 to some extent). Solves a lot of tactical/logistical problems, gives a few more higher MHz parts to sell, improves ASPs and gives it a shot at making Q4 even with a Wilamette miss. Not bad! Clearly this is an even better news for AMD. With Durons starting their life at 600MHz and K6s being phased out of desktop scene, and Dresden going full blast earnings should explode in Q4. THIS IS FANTASTIC NEWS FOR AMD LONGS. Chuck P.S.: I am seriously considering going 70 or 80% into AMD.