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To: sylvester80 who wrote (54444)	9/21/2000 1:27:26 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Sylvester, The report from VIA this morning was particularly telling. They are in "pilot production" but they have "no orders." Clearly, they are too late for Q4. The FUD aimed at P4 benchmarks, P4 volume, and P4 alleged tardiness is simply a smoke screen for DDR poponents and AMD to hide behind. How is VIA going to sell any of these chip sets to any major OEMS? IMO no major OEM is going to take a chance on a technology which has been coming since 1997 and which has challenged the R&D capability of an entire industry unsuccessfully. As to the FUD: The truth of the matter is we still have no benchmarks for the P4 production systems and we do not know what the volume of production will be and of course it is still too early to tell when the P4 will launch. Intel has kept a tight lid on all the information. All we have are clues from benchmarks performed on engineering samples and the chip production schedule (from The Register) of 1M P4 reported in July, and no official launch date from Intel. This has not deterred the FUD opposition from making bold statements about poor benchmarks, high cost, and low volume production. BILOW, Scumbria, Parott and the rest of the FUD spin gang has been touting DDR ad nauseum all this year. They have been trying to buy time and delay the launch of the P4 and impede its launch by increasing the cost of the RDRAM (witness Micron's actions on RDRAM). BILOW is going to rub my nose into the ground when the DDR platforms launch in volume. <G> The window for DDR is rapidly closing. It is a failure.