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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (80022)11/16/1999 1:18:00 PM
From: Petz  Read Replies (3) of 1570751
 
Ottelini only promises "millions" of CuMine for quarter in an interview on CNNfn about 11:40 EST. He also didn't want to respond to the reporters question about the "Ath-a-lon."
To me, millions = 2,000,001, just as "hundreds of thousands" was 200,000 for AMD.

Based on the way the industry is moving to lower ASP systems, I think that that demand for the top 3 speed bins will constitute to 20-30% of the market for the quarter. This puts the quarter requirements at 6-9Mu. 3Mu CuMines and 1Mu Athlons leave 2-5 Mu of unsatisfied demand at the high end.

Using 2M as the number of CuMines, remember that very few of these are at 650, 666, 700 and 733. Since there are also mobile chips in this number, the real number of desktop CuMines may be as low as 1.5M, not much more than AMD Athlon.

Petz
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