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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (108668)4/30/2000 7:53:00 PM
From: Mani1  Read Replies (2) of 1575243
 
Charles re <<Intel is taking the high-end and leaving AMD to fill the low-end. And, our friends at AMD central are screwing up the infrastructure side and shipping K6s instead of Athlons and falling right into Intel's strategy.>>

I disagree. AMD was sold out of K6 when the quarter started compare to "expecting to sell out of Athlon this quarter". AMD clearly wants to sell more Athlon but it must do what its customer and partners want. Athlon can only grow as fast as SKU wins with the major OEM's and those do not happen over night.

Re <<this will remain so until infrastructure issues get straightened out.>>

What kind of miracle do you expect? I think AMD is doing a phenomenal job of supporting and developing the infrastructure, considering its limited resources. I expect AMD will continue to sell all the CPU it will manufacture and slowly gain market share through out the year. Athlon is a better solution than PIII and it will continue to grow. People need to stop hoping for miracles.

Mani
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