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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (83972)	12/22/1999 3:27:00 PM
From: niceguy767	Read Replies (3) of 1572506

Hi Tenchusatsu: Having trouble following the logic in your reasoning...All things equal, additional supply of 1 million Athlon units in the top end has created additional demand? (Plausible I guess but no easy sell here on that notion). I have no doubt that additional demand for the Athlon caused AMD to increase its production schedule, in all likelihood significantly and successfully, from the originally planned 800,000 "spry Athys". This increased demand for the "spry Athy" resulted from the many reviews pointing to its superior architecture,its superior performance on many relevant benchmarks and its favourable price differential approaching $200 for any comparable competitor system configurations. I'm not convinced that overall demand in the high end was pushed out, rather Intel's many aborted attempts at offering a competitive product resulted in a significant shrinkage in market supply in Q4. Yes indeed Intel has been a quick study in mimicking phantom releases as they had multiple occasions to practice in Q4... It will take more than your hopeful assertion that production problems are resolved at Intel to convince some of the more skeptical (i.e. less gullible) in our midst, as for some of us it's difficult to understand how one can produce PWeeIII 800's when 733's remain a problem!

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