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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (112155)	10/2/2000 9:34:19 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

John, They will fix it in three weeks, just like Intel. I don't think there is an issue with Athlon chipsets being buggy. The problem is that there is only 1 viable chipset. This is very limiting as to what markets AMD can address. We should see several chipsets coming online in Q4 and Q1 that will let AMD sell their chips to new markets. What's on deck? Servers: Q1 AMD 760 MP chipset with DDR Performance desktop: Q4 AMD 760 with DDR Q4 Ali's DDR chipset (mobile too) Q4/Q1 Via's KT266 DDR chipset Q1/Q2 Via's KM266 the same as above with integrated video ?? Nvdia single channel and dual channel DDR chipset Low end Q4 Sis 730 integrated chipset Q4 Via's KM133 integrated chipset Well, you can count them. Maybe some will be late, but some will be on time. Considering that we may go from 1 chipset now (and still probably achieve another record quarter) to as many as 5 in Q4, up to 8 in Q1/Q2, it is clear that the infrastructure problems will be a thing of the past. Actually, it is Intel's turn to have infrastructure problems. After shaky rollout of Socket A chips, depending on a single chipset, Intel is about to go through the same exercise - and we have seen the first result - P4 is going to be delayed by 1 month because of infrastructure problems. If this will be the last delay and everything is smooth from now on, P4 launch will be only as bad as AMD's Tbird. But there is a lot of room to screw up again and again between now and P4's eventual launch. Joe