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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (92687)2/11/2000 7:59:00 PM
From: Petz  Read Replies (1) of 1574043
 
Tench, re:<Meanwhile you suggest that "if you could just stick an Athlon in a PIII slot, they would sell at even a faster rate." Are you telling me there is still a shortage of Slot A motherboards?>

I can't speak for Mani, but I think AMD would have cleaned up against Intel by now if it could use the P6 bus. The rate of the Athlon ramp is, I believe, contrained by demand from the formerly "Intel-only" high end users. I doubt business demand for non-Intel processors can increase by more than 25% quarter to quarter, and I don't think there's much demand from individuals for $600 - $900 CPU's. So AMD will have to live with $200-$220 ASP average for the Athlon in Q1.

Petz
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