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j3pflynn

09/10/06 4:58 PM

#75564 RE: CombJelly #75563

CJ - Not to mention their probable pushing for the dropping of the ATi Intel chipsets, or at least not telling the board makers, "Hey we've got issues for now, make sure and work hard with ATi to get quality boards out until we can get it right!"
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alan81

09/10/06 5:04 PM

#75565 RE: CombJelly #75563

If you want to call shipping several million risk units in the first quarter of the product "a paper launch" that is totally up to you... I call it taking an appropriate risk.

In terms of entry into the low end with conroe, it is not clear how much upside versus downside 3 months makes here. I would much rather see them delay it 3 months than make a strategic mistake.

I guess an undertone of your position is that if Intel had ramped conroe faster Dell would not have taken on any AMD product. I don't buy that argument.
--Alan