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

To: Charles R who wrote (82222)	12/7/1999 2:04:00 PM
From: Petz	Respond to of 1577913

Chuck, re:<demand stimulation for the high end> Offer OEMs, say, a $100 additional discount on each Athlon used for a Business SKU as long as it is one of the top 3 speed grades. Here's another one: Require that if OEM's want more than X K6-2-500's (biggest demand right now), they have to purchase at least Y high speed Athlons. I agree, AMD has to start managing demand to match production. Petz

To: Charles R who wrote (82222)	12/7/1999 10:03:00 PM
From: Buckwheat	Read Replies (2) \| Respond to of 1577913

Petz and Charles, remember that with AMD you can't just look at demand in terms of CPUs. It wouldn't help AMD much right now to produce more CPUs than system boards that were available. So even if AMD could fill the desktop pipe with 5 or 6 million Athlons next quarter, most of them would be unsaleable because of board shortages. I suspect several system board makers are waiting for the newer VIA KX133 and similar chipsets to arrive before jumping on the bandwagon. Some are also probably waiting for the board specs to get a little less restrictive and for power requirements to lessen. You also have to remember that these board makers (that AMD is trying to win over) have millions of socket 7 boards in the pipeline. Unlike Intel, AMD can't run the risk of suddenly pulling the plug on these guys and hacking them off. AMD needs these guys to build their current Slot A and future follow-on infrastructures. Buckwheat