Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (103346)	4/10/2000 9:50:00 AM
From: Joe NYC	Read Replies (1) of 1574267

ted, Re: 1.2 million Athlons. Frankly, I think the limiting factor was that they probably couldn't sell anymore than that. that would be the scarry scenario: Intel can't supply what market demands, AMD signed HP, Gateway in addition to Compaq and IBM(?), but the demand for Athlons was still only 1.2 million. Under that scenario, Q2 would be challenging: better availability of Coppermine, No Spitfire until May, no Thunderbird until June. And Q2 is still seasonally lower than Q3 nd Q4. Joe

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