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To: Dave B who wrote (44350)	6/14/2000 3:23:00 PM
From: Joe NYC	Respond to of 93625

Dave, As for the rapidly moving market, it moves rapidly at the high end, not so much at the low end. I am not sure if I agree. It is moving fast on both ends. I think a slip of a chip that is intended to be low end and has a limited head room may be more serious that a slip in for example Willamette, which is a new architecture, with a lot of headroom. The slip of Timna will cause it to miss the important Christmas season, and the new scheduled arrival of Q1 2001 means one of the slowest quarters (together with Q2). Joe PS: Has there ben any clarification if Timna is just waiting for more favorable RDRAM market in Q1 2001, or if they are designing new MTH, or a third possibility, changing the built in memory controller to SDRAM (OR DDR SDRAM)?

To: Dave B who wrote (44350)	6/14/2000 5:11:00 PM
From: Scumbria	Respond to of 93625

Dave, The same thing was said about AMD many times. I've probably said it myself. Hasn't seemed to have a horrible effect on them. On the contrary, most AMD products have been shipping ahead of schedule. Intel is several years late with Merced and Willamette. As for the rapidly moving market, it moves rapidly at the high end, not so much at the low end. The emphasis at the low end is on saving cost. A cheaper low-end product will have plenty of opportunity to be successful. By the time Timna comes out, 700 MHz CPU's will cost < $50, and graphics of much higher quality than Timna's, will cost $50. In other words, for an extra $10, you will be able to buy a much better CPU with discrete upgradeable components. Timna appears dead in the PC market space. Scumbria