Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Michael DaKota who wrote (69630)	8/23/1999 10:43:00 PM
From: Charles R	Read Replies (2) of 1573787

Michael, <And now they have to make a profit and everyone is happy..;)> Ain't that the truth! That's what I am most concerned about for the short term. I am very upbeat about AMDs prospects for year 2000 when 0.18 lets them sell at least 5Mu Athlons a quarter (without Dresden) but Q4 still looks shaky to me. AMD has definitely lost 2 valuable months so far and they cannot afford to lose any more if they want to have a good Q4. As things stand right now, AMD is on the verge of losing the lucrative back to the school season. If AMD can't get a good number of K7 systems on retail shelves, kids will be going to school with Celron or PIII 450/500 PCs. Christmas looks better but I would not underestimate Intel's marketing muscle - especially if there are any more unanticipated delays. Looking forward to good system availability in retail .... Chuck

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