Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (66907)	7/29/1999 7:39:00 PM
From: tejek	Read Replies (1) of 1577900

RE: <<If AMD sells one million Athlons in Q4, that doesn't necessarily mean Intel one million in potential Pentium III sales. It just means that supply increases in the high-end market segment. Intel is going to sell those extra Pentium III's one way or another, even if it means dropping the price.>> This doesn't make sense. First I think you meant to put 'loses' after intel in the first line. However even with the change, it still doesn't make a lot of sense. If AMD sells 1 million, and intc loses sales, it will be in the same position as AMD and the K6's in Q2. Demand is not as elastic as you present in this post ......at least not in my experience. What have I misunderstood? ted

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