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To: Paul Engel who wrote (113505)10/13/2000 9:43:13 PM
From: Gary Ng  Read Replies (1) | Respond to of 186894
 
Paul, Re: AMD already told the analysts all about these surprises

and

5. Let's talk about corporate market a quarter or two later.

gary



To: Paul Engel who wrote (113505)10/13/2000 9:45:49 PM
From: Eric K.  Read Replies (1) | Respond to of 186894
 
McEngle-- Re:2. Muskrat core - DELAYED

Perhaps I wasn't paying enough attention at the cc, but when did this come out? I was under the impression that it would indeed be launched this quarter, with volume probably not until early q1, while smp rollout was delayed until q1, with volume in q2.

-Eric



To: Paul Engel who wrote (113505)10/13/2000 11:44:29 PM
From: Joe NYC  Read Replies (2) | Respond to of 186894
 
Paul,

1. Duron - no cheap chip sets - sales will be down

False

2. Muskrat core - DELAYED

False

3. Mobile ThumperTurds/DOGGONE PONY chips - DELAYED for at least a quarter

False

4. SMP Server solutions - TWO QUARTER DELAY - that's a HALF YEAR Jimbo !!!

You have 3 strikes against you already. All right. that's a ground ball.

Joe


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