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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (71780)9/12/1999 9:47:00 PM
From: Mani1  Read Replies (2) of 1584250
 
Tad,

Thanks for the analysis.

Your analysis does not include the direct sales of Athlon from IBM and Compaq, does it?

Correct me if I am wrong but those direct sales are not accounted as part of the retail sale. It would be almost impossible to have a educated guess at those sales numbers considering the info average investors like us have. Maybe you can give it a shot. It is however clear that AMD must start infiltrating the mid to high end business market with the Athlon toward the middle of 4th Q or there will be too much supply.

Mani
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