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

To: Paul Engel who wrote (54092)	4/3/1999 8:32:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572357

Paul - RE: "AMD's Kmart 63 delay was almost as long !" "Offically", AMD originally said 2nd half Q4 '98. The chip was "announced" Feb. 22. Intel's next IMMENSELY BIG and IMPORTANT DELAYED processor's DELAY will be longer than that "officially". "But don't worry about Merced. It is only the start of a new program in Server and Workstation enhancements. If it succeeds, the ramp will be unobstructed. Intel has a host of follow on's in the pipeline and is virtually guaranteed to have a SOLE SOURCE position." Sure, McKinley and whatever else Intel has (Deerfield?) will be probably be awesome, but the fact that it is DELAYED will hurt Intel initially. The whole world won't wait on it. Some people will chose Alpha because of the DELAYS. "You can CRY MONOPOLY if you care to." I am pretty sure I haven't associated Intel with that term.