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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (92637)2/11/2000 5:40:00 PM
From: Charles R  Read Replies (2) of 1574320
 
Petz,

<Summary of systems being sold in San Diego >

Thanks for the continuing updates on this topic.

These small shops are taking the brunt of CuMine shortages. Most of that product is still going to tier-1 guys. Your data seems to suggest that these guys are aggressively moving to AMD. I will be really surprised if AMD ships less than 2Mu Athlons this quarter. If my estimates is right we may get ~ $1.1B in revenues (or more).

We may get another update in guidance in about a month ;-)
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