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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (109012)5/2/2000 7:14:00 AM
From: Elmer  Read Replies (1) of 1576155
 
Re: "how much has Intel left on the table during the past 9 months? How much more will they leave on the table in Q2?>

No more than the incremental business pickedup by AMD ;-)"

Not true. AMD had unsold inventory at the end of Q1 and the measly 1.2 Million Athlons sold was a statement that demand is not exactly robust for AMD. Good thing ASPs are holding and Flash is hot. AMD will continue to post good earnings.

EP
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