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Politics : Formerly About Advanced Micro Devices

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To: TGPTNDR who wrote (95835)2/29/2000 2:27:00 PM
From: Joe NYC  Read Replies (1) of 1572777
 
Athlon shipments estimates raised from from 1.0 to 1.1 @ $250.00 ASP in Q1.

Hmm, 1.1 million is not that great. I expected more

Minimum K6 speeds now 600 MHz.

I wonder what product this is. K6-2+, or .18u shrink of plain K6-2?

Dresden is up and running and products from Dresden will show up in Q2. Early production is going well.

Good news. But AMD will have to have a lot more aggressive marketing effort to be able to sell all these new Athlons.

Is the current 1.1 million Athlon limited by production or by demand? If it is limited by demand, than what's the problem with 600 MHz Athlon going on allocation. Why can't AMD down-bin a bunch to meet the demand for 500-700 MHz as well?

Joe
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