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To: Dan3 who wrote (143942)	9/22/2001 10:23:01 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan, Re: "Do you realize what a critical period Intel is approaching?" I can't pretend to have a full grasp of this very critical period, but you certainly prove that you are in the dark. With the terrorism attack, the consumer markets that AMD and VIA thrive in are going to be under a lot of pressure. Intel is not immune to this, either. But what Intel does have is their relationships in the business and Government markets, which will both need an exceptional amount of computing power in these coming days. Businesses need to compensate for damages lost, while the Government will have many new uses for computers. Why else do you think Dell has run non-stop fulfilling orders since the attack? Who do you think is making money here? It's certainly not AMD! wanna_bmw

To: Dan3 who wrote (143942)	9/22/2001 11:51:27 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Meanwhile AMD now has the Gresham FAB> When did that happen? Do you have a link? Kap

To: Dan3 who wrote (143942)	9/23/2001 12:06:29 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, <More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth.> My "Dan is tossing out claims without backup" alarms are ringing again. Can you silence those alarms for me? Tenchusatsu

To: Dan3 who wrote (143942)	9/23/2001 1:25:51 PM
From: Monica Detwiler	Read Replies (1) \| Respond to of 186894

Dan3 - You wrote AMD could be producing 25 million 64 bit hammers per quarter by early 2003. This now appears to be very dubious - Hammer Timetable Our informant has told us that a possible early release of the first of AMD's next generation 64-bit processors is now beginning to appear in doubt. Although it may not appear in early spring, the formal scheduled timeframe of 2H, 2002 does not appear to be in jeopardy. vanshardware.com I think this is the same fellow who - in very bold type in an earlier article - stated that the Hammer was already sampling. His subsequent denial is in much smaller type - a true journalist is he.