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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (112177)5/23/2000 5:00:00 PM
From: Yougang Xiao  Read Replies (1) of 1571123
 
Baucher Said: <<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.

Ted, you said: <<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.>>

Here is the point: AMD would be fool when they gave their upside guidance based on Athlon shipped in Q2 BEYOND 1.8 million.

Think about it: AMD already knew chiset issue as acknowledged in Q1 CC, the "meet or exceed" Q1 number party line is soundly based on upside in flash and K6x.

Baucher is another guy burned by AMD in K6-2 400 Mhz ramp days and barely have anything good to say about AMD since then. Perhaps, AMD bad call made him jump from DLJ to Bear.

Ted, I love bear:-) More bears on this thread, better chance AMD going UP!
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