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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (82208)12/7/1999 1:41:00 PM
From: Petz  Read Replies (2) of 1577911
 
Charles, I disagree; removing wafer starts on K6x is a dangerous strategy because I believe Athlon is demand-limited at ~ 2M units/quarter until about mid-2000. Consumer demand for >=650 MHz PC's is really very low compared to how many 500 MHz boxes you see people walking out of the stores with.

If AMD were to try and sell 2.5M Athlons in Q1, I suspect that 1.5M of them would have to be sold with an ASP below $200.

Petz
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