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To: kaka who wrote (167830)11/13/2001 7:17:14 PM
From: kemble s. matter  Respond to of 176387
 
Gary,
Hi!!

Stuck here at the school doing grades after wrestling practice...Squeezing some "relief" time by breaking up the boredom...So, just caught this link you sent...You know it makes sense...Michael a few weeks back made a statement that he believed the 4th quarter would see better demand than expected...He specifically sited the consumer...XP was being released at the time and obviously he had seen the daily scoop from the plant numbers...Imagine he was referring to this specific chip...As a matter of fact I'm in the shopping for a new PC...I too saw this 8200 series and was keenly interested...Looks like the ramp from INTC is coming...Will be really interesting to see how well the combination sells...Heard on CNBC this morning that Gates is calling the release of XP a blowout compared to the Windows 95...
THANKS again for that interview on Michael...

Best, Kemble