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

To: Mani1 who wrote (84790)	1/3/2000 3:03:00 PM
From: Charles R	Respond to of 1572221

<Re <<Note that the "potential" 12.5 million Spry Wipey's to be shipped in 2000 may NOT make up for the reduction in K6 sales - netting AMD a net LOSS in overall market share.>> Unit wise, maybe. Definitely not revenue wise. As you know ASP's of Athlons are currently about 5X of K6's. If 12.5 million Athlon holds, I would think AMD will be substantially higher a year from now.> For AMD to lose unit share, Fab30 must turn out to be a complete dud. We will have an extremely good idea of the status in a quarter - at most.