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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (88592)1/20/2000 4:19:00 PM
From: Charles R  Read Replies (2) of 1573221
 
PB,

<Pravin - <I believe that AMD is demand limited with the Athlon (they made 1 million and sold 0.8 million). AMD probably has the capacity to make 3x in Q1 than they sold in Q4. They have to slash prices to stimulate demand.>

Lovely.>

You may be sarcastic here but from where I sit, I see this as a very healthy development for AMD. Yeah, it would be nice for AMD to sell all it can make without cutting prices but that assumes Intel is not doing anything to defend market share.

AMD, for the first time in its history, can afford to drop prices and still grow market share while growing ASPs and profits.

And if you have been reading my posts on this topic AMD is doing exactly what I think it should be doing.

Chuck
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