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To: Petz who wrote (38080)5/2/2001 11:39:15 AM
From: andreas_wonischRespond to of 275872
 
Petz, Re: That said, if those "production levels" of Palomino shipments have been going on for a month, where are the porducts? CPQ or HWP are losing money until the laptops are sold.

According to postings on Yahoo (cough, cough) Jerry also said that he expected several Athlon notebooks announcement from "name brands" this quarter. Strange that nobody here watched the presentation (too early?).

Andreas



To: Petz who wrote (38080)5/2/2001 11:46:27 AM
From: niceguy767Respond to of 275872
 
John:

"That said, if those "production levels" of Palomino shipments have been going on for a month, where are the porducts? CPQ or HWP are losing money until the laptops are sold."

The market is saying we're about to see them!!! Perhaps it has taken this long for "production levels" to meet CPQ and HWP outlet demand!!!


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