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To: kapkan4u who wrote (39688)	5/14/2001 6:24:37 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Kap, I agree. Jerry is a genius- and no matter how many times he proves it, the thread still falls victim to FUD. Scumbria

To: kapkan4u who wrote (39688)	5/14/2001 8:29:32 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

<<This attack on the mobile front is parallel only to the Classic Athlon Launch.>> <Exactly right. Jerry brilliantly targeted Athlon 4 where Intel is the most vulnerable. Now again everybody is saying, "just wait for Tualatin". How quickly everybody forgot the "just wait for Willamette" battle cries.> Correct me if I'm wrong, but back when Classic Athlon was launched, wasn't the refrain, "Just wait until Coppermine."?

To: kapkan4u who wrote (39688)	5/14/2001 9:24:22 PM
From: milo_morai	Respond to of 275872

<font color=blue>CNBC 5/14/01 - 5:40 PM... existing boards. >> Intel's p3 pentium iii was very good chip doesn't scale very well up. And the problem is the pentium iv is very good as well but too advanced too big too much infrastructure for what we use today. Amd has a chip that athlon fits right in there. >> That is why ross thinks intel's shipments will be well below what company planned. He says they will be lucky to ship one million, not three million as they thought. And that will cut into second quarter revenues and profits. Ross is lowered his stilts for casting intel will earn 8 cents a share not 11 the consensus estimate. On revenues of 6.1 Billion dollars. Now, intel stands by the guidance it gave last month saying revenues for the second quarter should come in between 6.2 And 6.8 Billion dollars, intel's midquarter update is scheduled for june 7th. Back to you, jay thank you, sharon. Tyler: All righty. Tyler: Up next: "Taking... tveyes.com