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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (78835)11/6/1999 12:12:00 AM
From: kash johal   of 1574104
 
Charles,

Re:"AThlon volumes etc"

Yes, 1.2M pcs in Q4 is reasonable considering they had 150K in unsold inventory last quarter.

As far as HP it is possible.

I see the retail sector as a big HP/Compaq battle next year as IBM is going direct.

Seems to me that Compaq is pushing Athlons pretty hard so wouldn't surprise me if HP decides they have no choice but to match them.

regards,

Kash
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