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Politics : Formerly About Advanced Micro Devices

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To: milo_morai who wrote (108686)	4/30/2000 8:45:00 PM
From: Charles R	Read Replies (4) of 1574951

Milo, <please list your concerns in greater detail> There is not too much of detail here. We have several data points that indicate that Athlons have been in manufacturing since Q1 '99 time frame. AMD had a chance of life time to aggressively pickup market share in Q4 with a fast Athlon ramp. That was not utilized. AMD again has a similar chance to pickup highend market share by cutting K6 production and moving production more aggressively to K7s and enabling high volume slotted and socketed infrastructure. This is not being done as aggressively as this should be done. Don't get me wrong. AMD will do phenomenally even with these mis-steps but the lack of killer instinct at AMD central bugs me once in a while. Chuck

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