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Politics : Formerly About Advanced Micro Devices
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To: Yougang Xiao who wrote (112127)5/23/2000 4:44:00 PM
From: tejek  Read Replies (3) of 1571090
 
As the company attempts to launch two
new derivatives of its Athlon microprocessor, Thunderbird for high end applications, and Duron (formerly code named Spitfire) for low end applications, the company has become constrained by the availability of core
logic chipsets from its Taiwan suppliers Via, Acer Labs, and SiS. Consequently,we believe AMD is highly unlikely to ship more than its official guidance of
1.8 million Athlon microprocessors in the June quarter, which should provide some incremental opportunity for Intel.

The problem with chipset availability and the conversion to Socket A is turning out to be a much bigger problem than some thought on the thread.

I hope it doesn't cause AMD to loose its current momentum overall.

ted
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