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Politics : Formerly About Advanced Micro Devices
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To: niceguy767 who wrote (90005)1/27/2000 2:07:00 PM
From: Elmer  Read Replies (3) of 1574093
 
Re: "It's all in the incremental processors! AMD shipped 35% more microprocessors in Q4 than in Q3...Intel shipped 3%(?)more in Q4...Big difference! How come? "

I'll take a wild stab at it. Maybe AMD was running at 75% of capacity and Intel was running at 97% of capacity? Ever think of that?

Re: "Not too many PWeeIII's made it to retail...Hence Intel's flat sequential growth in processors..."

Well at a minimum, Intel shipped > 2X the number of Athlons AMD shipped. That rating will widen substantially this quarter.

EP
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