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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (78794)11/5/1999 4:32:00 PM
From: Goutam  Read Replies (1) of 1574491
 
Ted, re: < Petz, of all those number breakouts, only the one breakout where 53% carried the Athlon systems is a disappointment....I would have hoped for more. Do you not agree? >

IMHO, it looks great given the limited supply of motherboards and the new architecture. The proliferation of Athlon into the small retail market started in the end of September. It will take time for Athlon to reach the same proliferation level as K6-2s. The proliferation rate was also affected by the mobo supply, which is getting better every week.

Now, can you please give us your take on today's stock price action.

Regards,
Goutama
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