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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (46785)	5/15/2001 8:33:31 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Gottfried, It's difficult to gauge the impact of the current backlog on future shipments when we don't know when the orders are scheduled to ship, or whether they'll end up being pushed-out or cancelled. BTW, It's worth repeating: Thanks for maintaining and making your charts available! On the rumor front... some are saying AMD may have wedged their foot in the door at Dell (that wouldn't be great news for Intel, or AMAT for that matter). AdvocateDevil

To: Gottfried who wrote (46785)	5/15/2001 9:56:47 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Intel hints on new 300 mm Oregon fab siliconstrategies.com