Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (92641)	2/11/2000 6:36:00 PM
From: tejek	Read Replies (1) of 1574483

These small shops are taking the brunt of CuMine shortages. Most of that product is still going to tier-1 guys. Your data seems to suggest that these guys are aggressively moving to AMD. I will be really surprised if AMD ships less than 2Mu Athlons this quarter. If my estimates is right we may get ~ $1.1B in revenues (or more). I am not certain its all about the shortage of cumine that is causing the small shops to push the Athlon. Like I posted earlier the guys in the shop I go to are very high on the Athlon; they feel it performs much better than the cumine and is considerably cheaper....making the presentation to a customer an easy sell. I am beginning to think that the only ones who care about Intel inside are Intel employees and Intel longs of which there is a lot, I know. ;~) ted

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