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To: Joe NYC who wrote (19915)	11/20/2000 6:53:56 PM
From: AK2004	Read Replies (3) \| Respond to of 275872

Joe re:But you can't deny that Intel is not better off on November 20th compared to November 19th. right opposite, intel was far better off on November 19th. Intel built some expectations with upcoming p4 killer which were not realized on November 20th. Intel would be better off delaying the chip until they would be able to establish the lead or put a special spin on not having the lead. Regards -Albert

To: Joe NYC who wrote (19915)	11/20/2000 9:00:37 PM
From: hmaly	Respond to of 275872

Jozef Re..I don't think the battlefield has changed much. Intel supporters expected to take a clear lead with P4, which didn't happen. But you can't deny that Intel is not better off on November 20th compared to November 19th.<<<<<< The trouble with the P4 is what Scumbria has stated earlier, in that the P4 isn't very well balanced, in that it does some things well and just as many things poorly. If Intel had the prospect of another chip, such as a P4.5 which did the things well that P4 doesn't, then what you said would be true. But the P4 doesn't even do well on 50% of the benchmarks much less than 90%. On Nov. 19 Intel had a PIII + the prospect of a great all around chip coming. Now Intel has a PIII + a P4; neither are likely to be a great chip in the future; and neither will defend Intel's turf against the well balanced Athlon, because the PIII is too old and the P4 is too much of a niche chip to defend 80% of the market .

To: Joe NYC who wrote (19915)	11/20/2000 9:17:17 PM
From: DRBES	Respond to of 275872

re: "AMD is well positioned to do well in 2001, but it will not be a rout. Every inch of market share will have to be fought for." INTERESTING!!!! Who would have thought just one year ago that your above statement would be taken as a positive or optimistic representation of inteL's situation in the evolving marketplace? Patient Regards, DARBES

To: Joe NYC who wrote (19915)	11/21/2000 3:08:51 PM
From: fyodor_	Respond to of 275872

<Joe: I don't think the battlefield has changed much. Intel supporters expected to take a clear lead with P4, which didn't happen. But you can't deny that Intel is not better off on November 20th compared to November 19th.> Reading this, I must conclude that we have fairly similar assessments of the current situation. My language may have been somewhat stronger (pro-P4, if you will), but it is hard not to react in such a manner when confronted with literally dozens of niceguy-ish posts (no offense intended, ng). -fyo