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To: Elmer who wrote (104857)	6/24/2000 9:34:00 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

Jim, re:"Willamette may already be in production. Maybe that's why AMD has been tanking lately...." That could possibly account for the rumor AMD is shipping 12x as many 1000Mhz processors than iNteL. Make it so, Mysef

To: Elmer who wrote (104857)	6/25/2000 2:14:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

RE:"Considering that we are at the end of Q2 and the long lead times from wafer starts to customer material, Willamette may already be in production. Maybe that's why AMD has been tanking lately...." I doubt Willy is in production yet except for test lots... OTOH...if production doesn't start within the next few weeks the Willy will have to wait for a Q4 release...er...ah...unless they want a Coppermine style vapor release... AMD stock indeed may be getting a little skitterish as Willy appears to be on the home stretch...but I still expect problems.... I do think the RAMBUS, Toshiba, Hitachi decisions aren't helping AMDs stock price either. Anything that even gives a glimmer of hope for RAMBUS coupled with a company being able to tax DDR and SDRAM is not positive for AMD. Jim