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To: Joey Smith who wrote (104045)	6/6/2000 1:23:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Joey, I agree. The one (only?) good thing I see from the Timna delay is it frees up more capacity to build PIIIs, and hopefully Willys. But it is an invitation for Via to enter the market, and take away some of potential growth that is ignored by Intel and AMD. When Intel and AMD have the capacity to meet all of the world growth, they will have to win it back from Via. Joe

To: Joey Smith who wrote (104045)	6/6/2000 1:40:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "The one (only?) good thing I see from the Timna delay is it frees up more capacity to build PIIIs, and hopefully Willys" I don't believe this will be the case. Timna was intended to fill the market needs in the low end. That need will still be there and it will have to be filled with Celeron IIs instead. If it makes any difference, as far as we know Timna is very healthy. The problem seems to be with the MTH FWIW. EP