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Politics : Formerly About Advanced Micro Devices
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To: niceguy767 who wrote (103062)4/8/2000 8:29:00 PM
From: Joe NYC  Read Replies (3) of 1574610
 
Niceguy,

Re: "Hi Elmer - re: less than 2 million units is a letdown."

Comment: ... In retrospect, 1.2 Athys in the seasonally weak Q1, represents a 50% increase in Athys over the seasonally strong Q4

On this one, I have to agree with Elmer. I expected around 2 million Athlons, rather than around 1.2 million. Especially in context of Compaq, HP, Gateway offering Athlon PCs. I wonder what the limiting factor was. Was it the supply or demand?

Joe
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