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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (98426)3/14/2000 4:00:00 PM
From: 5dave22  Read Replies (2) of 1570203
 
My wife works closely with the marketing department at MSFT. This should be a good year, they say. I just worry about that huge cap.

I understand about Dresden. I'm long and very excited about AMD's potential. But I tend to fall in between your's and Elmers contention on the demand of Athlons. No one was interested in my question regarding general consumer advertising. There needs to be a perception change in order for demand to increase. People don't walk into Circuit City and ask for an Athlon. What good is Dresden, even if CAN ship 50 million units this year, if AMD doesn't increase the demand? I sent an email to Toni Beckham regarding the issue. I'll send you a copy PM.

Dave
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