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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (82216)12/7/1999 1:54:00 PM
From: Charles R  Read Replies (2) of 1577928
 
Petz,

<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. >

To be sure I don't have a reason to believe Athlon is demand limited to 2Mu until Mid-2000.

But assuming you are right, here is a one recommendation that could fix that. Offer OEMs, say, a $100 additional discount on each Athlon used for a Business SKU as long as it is one of the top 3 speed grades. This is just one example. There are a lot of other ways AMD can stimulate demand. I can think of lot of PC OEMs who want a few more dollars of profit on their systems.

Chuck
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