Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (104939)	4/13/2000 12:02:00 PM
From: tejek	Read Replies (1) of 1571403

If you'd give it some thought I don't think you would need to ask this question. Intel was and I believe still is capacity constrained. They are spending $6 Billion this year alone to expand capacity. It is not physically possible for Intel to increase sales by 50-90% under those constraints. AMD on the other hand has an unused fab and an industry demand that Intel cannot fully satisfy. It would seem that the only limit to the increase in Athlon shipments is AMD itself and now I see that they only shipped 1.2 million units in Q1 Elmer, Who cares.....AMD made its quarter big time; all your anal jawboning doesn't matter. And next week we find out if you have been mislead by Intel or not. So.......enjoy Israel.....Mazel Tov! ted

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