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To: Joe NYC who wrote (169707)8/21/2002 12:21:52 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Joe,

re: But without this latest CPU revision, AMd would have been blown out of the water in Q4. With the new CPU, which still has some headroom, AMD will stay in the game until Hammer arrives.

Don't you want to see what kind of volume AMD can generate, before you assume that they will "stay in the game"? What exactly does shipping samples in August guarantee about volume sales in the 4th quarter?

John