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To: GP Kavanaugh who wrote (84329)6/23/1999 5:36:00 PM
From: L. Adam Latham  Read Replies (1) | Respond to of 186894
 
GP:

Re: The company was unable to retake market share at those customers whose needs AMD did not satisfy during the production-limited first quarter when shipments were prioritized to AMD strategic partners.

This is a key statement and a major problem for AMD - they lost smaller customers when they weren't able to deliver product, and they haven't gotten them back.

Adam



To: GP Kavanaugh who wrote (84329)6/23/1999 5:57:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
GP and thread,

Re. AMD's 200 million loss

Do you think Jerry's vintage Silver Cloud Rolls-Royce would now be repossessed? -- wait, it could be a loaner car borrowed from one of his wealthy friends on the islands.

Ibexx


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