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To: Paul Engel who wrote (114637)	10/21/2000 6:36:55 PM
From: Eric K.	Read Replies (2) \| Respond to of 186894

Pengel-- Re: The 1100 MHz AThWiper is a Pricewatch novelty item - as is the 1200 Mhz AthWiper - no OEMS are offering either of these at retail. I'm at a loss to how you can make this statement. Are Dell & Gateway novelty sellers of computers? gateway.com gateway.com athome.compaq.com shopping.hp.com@@@@0131960518.0972167507@@@@&BV_EngineID=dealjedejemmbfdnckgcfjgdgmj.0&cat_list=-22313\|-22315\|-22316\| -Eric

To: Paul Engel who wrote (114637)	10/21/2000 7:05:34 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, RE:"It is now 10/21/2000 = and if Intel launches the 1400 MHz and 1500 MHz Pentium 2 in a month's time, AMD will be wondering how they are going to compete against Intel ANYWHERE. Remember - Intel's claim that they will ship hundreds of thousands of Pentium 4's this quarter puts the production of Pentium 4's at a level commensurate with all of AMD's >1000 MHz AThWIpers." --- The Mhz gap between P3 and P4 is wide enough to drive Jerrys limo through. So you are saying that Intel will sell hundreds of thousands oh P4s, basically in one month or less and they won't be in time for Christmas? I have my doubts, NOT THAT THEY WON'T have that many to sell since they will have probably stockpiled a bunch by then because of the delay in the i850...but mainly because of resistance to Rambus... I wouldn't be surprised if you can't get a P4 system from anyone but Dell shipped to you before January (maybe even February), 2001. Perhaps we will see 1.33, 1.4, 1.467 and 1.533Ghz Muskoxes by then. Intel will be able to sell some as novelty items because they will just lower the price and offer the $70 for Rambus. But they don't want to have to do this forever. Basically, all I see is Intel limping P4 along until another chipset comes out and then really ramps on .13. Jim

To: Paul Engel who wrote (114637)	10/21/2000 7:44:33 PM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: - Intel's claim that they will ship hundreds of thousands of Pentium 4's this quarter A - We'll see how many system actually hit the market this year. B - What will the system cost be? C - Will it perform as well as a Duron 800 on Office 2000 applications and existing in-house applications run under Windows ME and Windows 2000? If somebody replaces his 866 PIII system with a $3,000 P4 system and it runs any of his existing applications just a little bit slower than the old machine there will be big trouble for Intel. It will be interesting to see how all the in-house apps written in VB, VBA, or using scripts and macros do. These apps are where corporate users spend a lot of time and they won't be rewritten for years. Corporations need computers that can run the software they have, not systems that would be really fast if they were running nothing but non-existent brand new apps. Dan