Jozef:
Re: "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?
Comment: AMD has limited capacity in Austin of approx. 6 million microprocessors...Sounds to me, given revenues greater than $1 billion that capacity (i.e supply) was the limiting factor...Anything greater than Q4 revenues, the seasonally strong quarter and with record revenues of $980 million up 35% from Q3, must be considered positively...That Athys are up 50% is outstanding, imho...If they'd come in at 2.0 million Athys, Elmer would have would have found reason to be disappointed...yet he heralds Intels performance which demonstrated flat microprocessor revenue growth in Q4 vs. Q3 (compared to AMD's 35% increase Q4 vs. Q3) and PWeeIII production which is, for all intents and purposes stalled out at 733 MHz...Elmer has been pessimistic since the Athy was introduced and didn't believe the Athy would survive...the only thing Elmer is consistent in is his never ending AMD pessimism and his never ending Intel optimism, neither position having borne any accuracy over the past 8 months...AMD's Athys are demonstrating a geometric growth rate of 50% quarterly...the market seems to like the idea of the 50% Athy growth rate in Q1, particularly inasmuch as Q1 is seasonally weak and Q4 seasonally strong...The real test will be the comparative analysis of Q1 financials betwen Intel and AMD...I'm guessing, comparatively, AMD's will outdistance Intel's! |
