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

To: Tenchusatsu who wrote (83897)	12/21/1999 9:07:00 PM
From: ajbrenner	Respond to of 1571808

Re"Intel will lower the boom on prices, and that will be murder for both companies." Tench, Yes would be. Let's hope that the antagonists act accordingly for all our sakes. ajb

To: Tenchusatsu who wrote (83897)	12/21/1999 9:09:00 PM
From: Mani1	Read Replies (2) \| Respond to of 1571808

Tench Re <<I think people ought to be reminded that AMD is expected to produce only 800K Athlons this quarter. And frankly that isn't a lot, given that AMD used to sell up to 6M units per quarter back in the K6-2 days.>> How many quarters did AMD sell around 6M K6-2? Only one, so get your facts straight. Also AMD will ship a whole lot more Athlon's than 800K. This quarter AMD will destroy their all time revenue record as well as shipping around 6M CPU's. Mani

To: Tenchusatsu who wrote (83897)	12/21/1999 10:02:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571808

Come on Tenchusatsu: In the context of 6 months from inception, 800,000 Athlons is amazing if you recall the predictions from most of your crowd over the summer period and the mobo fiasco compounded by the earthquake...Come on Tenchusatsu, AMD's performance has to be considered outstanding if they ship 800,000 Athlons in Q4...Don't know of one of you who thought AMD could ship 400,000 by year end back in September! Just a small point but 1 Athlon derives the revenues of 10 K6's, so it won't take many more quarterly increases by 600,000 to contribute handsomely to the bottom line! By the way, AMD just might ship 1.2 million Athlons in Q4 exceeding all estimates. If in fact a shortage still exists as you suggest, it is probably the result of Intel's inability to provide meaningful supply of PWeeIII's combined with oversubscription for the "spry Athy" Q4 supply.

To: Tenchusatsu who wrote (83897)	12/22/1999 1:43:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571808

RE That might point to a fallacy behind all of this cheering going on over the shortage of Intel parts. I know this shortage represents a tremendous opportunity for AMD and Athlon. But the fact that the shortage still exists tells me that AMD isn't able to pick up Intel's slack. Excuse me, Tench, how exactly is AMD supposed to pick up the slack when two of the major OEMs (Dell and GTW) are exclusively contracted with intc? But beyond that question, what's really remarkable is that there is a shortage at all in light of intc's huge production capacity. Clearly a case of poor execution. And what's even more amazing is that, in spite of this obviously very poor performance on the part of intc, you have the chutzpah to come over here and criticize AMD's performance. Unbelievable! ted

To: Tenchusatsu who wrote (83897)	12/22/1999 8:45:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 1571808

Tenchu, Those people who are short of intel parts are busy at work now getting mobos ready so that next time they can have an alternat path to follow. The lack of pin for pin swap ability of the P-III and the Athlon means that once you have no P-III you are in a blind alley...no escape. Same with the Athlon, but that is ramping up and a whole lot of people will now keep an Athlon path alive, just in case. Once they keep it alive as an option, for a few $ less, they will find a number of people will take it....they call this share....now Intel must share the high end, and the low end, and the middle, soon server space will be shared. Bill