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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (92115)2/8/2000 6:47:00 PM
From: Tenchusatsu  Read Replies (2) of 1574342
 
Kash, <Remember that Intels products as recently as the PIII Katmai had excellent availability AND was indeed selling like hotcakes.>

Demand wasn't "sky-high" back then. I don't see how this relates.

<Now we will likely see over 2M K7's sold in Q1 2000.>

Does that mean AMD is ramping down the volumes of K6 this quarter? Obviously they can't continue to sell 5M K6-2's if they want to increase their sales of Athlon to 2M. Dresden still doesn't count yet, since they're not ramping up until Q2 at the earliest.

Tenchusatsu
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