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To: Paul Engel who wrote (119344)11/27/2000 11:44:50 AM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Paul, others, have any idea what this is about? Mustang was canceled, but is Robby Stephens saying it was because of MFG problems? Palomino, but that was always next year, wasn't it? From Briefing:

10:00 -- 11:00 ET (Updated throughout the hour)******

Advanced Micro (AMD) 1915/16 -7/8: Robertson Stephens says that AMD is experiencing manufacturing problems with their next-gen chip and will not be shipping in the current quarter as expected; expect price cuts from AMD to be moved forward from January to now to make up market share; also expect Intel (INTC) to announce price cuts soon with the current weak demand environment.

Tony