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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (65536)	7/15/1999 3:06:00 PM
From: Cirruslvr	Read Replies (1) of 1575979

Paul - RE: "My original expectations - this time around - was for AMD to rise into the mid $20's or low $30s based on the laughALON announcement - and this didn't happen." I expected that to happen also, but I suppose announcing shipments isn't as exciting as announcing Tier 1 OEM wins which will happen within one month. It seems like AMD will be giving some kind of marketing push with the Athlon. Have you seen amd.com ? I expect that to be an Athlon tie in. What I want are ads like the ones Apple had that showed the G3 being faster than the PII, except this time the benchmarks won't need to be disputed. Those ads were smart, clever, and simple enough for most anyone to understand. Q3 will probably be better than Q1, but I think there will still be an about $70M loss, unless they ship over 250K (that is my guess for Q3) Athlons. If the market easily accepts the Athlon, Q4 will be exciting.

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