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To: Tenchusatsu who wrote (129983)3/14/2001 5:45:59 PM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Ten,

Paul, as usual, AMD is planning on "releasing" the CPU several months before actual systems arrive.

Here is Paul's response:

NO !!!!!!

"the official announcement of the chip won't come until at least one top-tier PC maker is ready to announce a product. At that point, AMD will make a joint announcement with that company and reveal all the details on the new chip, which is expected to debut at about 900MHz. "


Message 15504211

Scumbria



To: Tenchusatsu who wrote (129983)3/14/2001 5:48:38 PM
From: tejek  Read Replies (1) | Respond to of 186894
 
Ten,

First Boston was saying today that the $7.5 billion in Intel's capex budget will not be spent entirely this year as first reported by Intel. Its not clear whether its being cut back or there will be spillover into 2002.

Do you know if there is any basis for First Boston's comments? Has Intel said anything to you guys?

ted



To: Tenchusatsu who wrote (129983)3/14/2001 6:04:19 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Ten - re: "Also, notice that AMD is also playing the classic game of "Blame it on the chipset."

EXACTLY !!!

AMD blamed the DooWrong launch disaster on the "lack" of integrated chip sets TWICE - during their October 2000 conference call and their January 2001 Conference call.

Jerry Sanders always has a ready alibi - to foist the blame on someone else.

I predict Six-Figure-Hector will be GONE by this Christmas !

Paul