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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (108676)	4/30/2000 8:10:00 PM
From: Charles R	Read Replies (3) of 1575176

Mani, <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.> Yes, we disagree. I expect Thunderbird/Spitfire unit shipments to be limited by socketed infrastructure this quarter. <I think AMD is doing a phenomenal job of supporting and developing the infrastructure, considering its limited resources. > Well, we disagree. <I expect AMD will continue to sell all the CPU it will manufacture and slowly gain market share through out the year. > AMD did not sell all the Athlons they made in Q4 or Q1. <Athlon is a better solution than PIII and it will continue to grow. > This has been the thesis for people's investment into AMD over the last year. So, what's new? <People need to stop hoping for miracles.> Sorry man, this ain't about miracles. I call stuff as I see it. AMD is screwing up the infrastructure side. Chuck

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