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Politics : Formerly About Advanced Micro Devices

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To: milan0 who wrote (103543)4/10/2000 11:54:00 PM
From: Charles R   of 1576128
 
Michel,

It has been a long while since you posted. Nice post!

I was expecting to see KX133s en masse in March (first thought it would be Jan or Feb) and some business penetration to go with it this Q. I definitely am guilty of being over-optimistic about Athlon shipments in Q1.

Unless AMD shipped considerably more than 1.2Mu, which I seriously doubt, it looks like the high-end consumer segment for AMD has no dramatic growth left (not withstanding Dell, which is clearly a huge exception).

I have been looking forward to top-tier business SKUs in the US for a while and unfortunately that hasn't yet happened. Looking forward to what the management has to say tomorrow.

Chuck
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