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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (56957)5/1/1999 7:24:00 PM
From: Gopher Broke  Read Replies (2) of 1574094
 
Re: manufacturing problem vs shortage of buyers

We can be pretty sure that it was a manufacturing problem because
- the quarterly report did not show any inventory stockpile
- AMD have consistently lowered prices to maintain volumes, despite the impact this had on their bottom line in the last quarter.

I suggest that Intel's increase in the low-end market share last quarter was as much a result of AMD's poor performance as Intel's good one.
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