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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (1130)	7/18/2000 8:24:23 PM
From: niceguy767	Respond to of 275872

Scot: Re: ""The overall task of validating and fixing everything...pushed us to look at it one quarter further out than we thought," Otellini said. "This is a different environment for us." Comment: By the time it does arrive, if ever, one has to wonder if AMD won't already be in the market with a superior product...Sounds like shades of the October PWeeiii 700 Mhz release to me!!! Yaaaawwwwwnn!!!

To: Scot who wrote (1130)	7/18/2000 8:27:19 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Scot I know that at intel thread everything is crystal clear but the statements like: "Intel said it won't start receiving revenue from the Itanium chip, the company's first 64-bit processor, until the fourth quarter of this year. The company earlier expected revenue to begin in the third quarter. In addition, the only computers using the chip to ship this year will be "pilot systems," and the general availability will encroach even further on Itanium's successor, code-named McKinley and due to arrive in the second half of 2001 ..... Added spokesman Bill Kircos: "The change of recognition of revenue is a result of requiring an additional processor revision prior to moving to the pilot release." confusing me - revenue and "pilot systems" together. And what about requiring an additional revision and revenue in 4th quarter? Are not we already in 3rd? Regards -Albert