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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: A. A. LaFountain III who wrote (71780)	9/12/1999 9:47:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1573201

Tad, Thanks for the analysis. Your analysis does not include the direct sales of Athlon from IBM and Compaq, does it? Correct me if I am wrong but those direct sales are not accounted as part of the retail sale. It would be almost impossible to have a educated guess at those sales numbers considering the info average investors like us have. Maybe you can give it a shot. It is however clear that AMD must start infiltrating the mid to high end business market with the Athlon toward the middle of 4th Q or there will be too much supply. Mani