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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (46332)	1/16/1999 11:04:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1571848

Paul, RE:" Re: " ZD/Intel Winstone 99." Now there you go again - whining about benchmarks. Ziff Davis is a JAPANESE-OWNED company - plus a few new shareholders." --- I don't care really, I don't have any AMD anymore and I'm looking to buy some more Intel. I don't think that we will see anything really positive for AMD until February but there are some very positive things happening that I can't get into here. Unfortunately, this 2 month mask delay thing really left AMD in the lurch. As you know, it's almost impossible to make up lost time in this business. AMD was really pushing it to catch up in speed grades and has done a great job but just ran into some bad luck at the end of the quarter. To their credit they did manage to make 400k 400s and fill orders....but didn't have enough for Gateway, that's why you didn't see Gateway offer K6s but they will or so I hear. Meanwhile, the early release of the Celeron A 336-400 was a fortunate event for Intel in that they could regain some ground against the K6-2 selling to would be K6-2-400s OEMs. So right now, Intel is catching a reprieve and AMD lost a heck of an opportunity, getting the K6-3 and K6-2-450 out well in advance of the Katmai. The best good news I can see for AMD before February would be a Gateway announcement but that may have to wait until February too... All the best, Jim