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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (103328)4/10/2000 12:20:00 AM
From: steve harris  Read Replies (1) of 1574326
 
Tenchusatsu,

re:"Where do you think those extra Intel CPUs would have come from?"

DeDumpster? aka "Kumar Sweetspots"

OTOH,

You always maintained AMD must reduce K6 output to increase Athlon output.

amd.com

"Demand for low-end microprocessors has been stronger than expected,"

So maybe Jerry was busy selling K6s instead of Athlons?
Looks like a sure short to me!

Where did you and elMeR come up with 2 million Athlons?

I have found 1.5 million as a goal, from the Q3 conference call.

Is a 50% increase from Q4 to Q1 and .25 to .18 really bad?

It must gonna be horrible when AMD "eeks" out a few .18 copper CPUs.

:o)

steve
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