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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (105459)4/14/2000 11:41:00 AM
From: Joe NYC  Read Replies (1) of 1574098
 
Chuck,

I think in Q1, the quantities of Athlon chips were still too small to amount to any pressure on Intel. Intel is still charging more per equivalently clocked part.

In light of all the problems of the processor and chipset business, I think blow-out is less likely, unless some other division can step up, and contribute seriously. But I don't think AMD is threatening Intel's earnings yet. That may start in Q3.

Joe
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