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To: DRBES who wrote (196330)	5/10/2006 5:52:22 PM
From: eracer	Read Replies (4) \| Respond to of 275872

Re: Henri speak Hard to believe anything he says after this response: El Reg: Are you disappointed with IBM's limited use of Opteron? HR: Absolutely not. IBM is an excellent partner. Each one of our partners have a completely different strategy with Opteron. It's good.

To: DRBES who wrote (196330)	5/10/2006 5:52:58 PM
From: Magrathea	Read Replies (3) \| Respond to of 275872

El Reg: Why admit then that they will put more pressure on you and talk about how Intel will catch up in some areas. Why not talk about what you have cooking instead? [Henri Richard] HR: I am not in favor of hyping the future too much. We have a lot of good parts to sell today. I think Intel hurt themselves in the first quarter pretty badly. What they essentially said to any faithful Intel customer is, "wait". If you are a smart Intel customer, why in the world would you buy anything in Q1, Q2 and even Q3. Why? You better wait. They told the entire world that their current products are crap, and the next thing is much better. I don't have any intention to go tell my customers that the stuff we have now is not as good as what we'll have tomorrow. To your point though, I think we have a been a little quiet, and our intention is to make a lot of noise at our June analyst conference. theregister.co.uk -Magrathea

To: DRBES who wrote (196330)	5/10/2006 6:12:24 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Worth listening to this from the Reg interview of Henri: theregister.co.uk Hint of timing of K8L perhaps: "It's also to be expected that, because our design cycles don't exactly match eachother, you know, there's going to be some phenomenon where they're going to get closer and then we're going to accelerate again and then they're going to accelerate again, and so, we're off sync." Interviewer: Right. Henri: "So I think you might see in the 2nd part of the year, you know, a cycle where they're on the improvement part of their curve and we're on the stable part of our curve, but that's not to say we're sitting on our thumbs." Petz