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


To: Petz who wrote (85796)1/7/2000 3:44:00 PM
From: Greater Fool  Respond to of 1572381
 
>>sales could exceed production by up to 200K

I imagine that the limitation to Athlon sales is more limited by infrastructure issues than by production, especially given the Taiwan earthquake early in the quarter.

>>AMD's guidance on production was a little vague

I thought it was pretty clear: more than one million produced in the second half.

>>The word is out that the ramp is going better than anticipated

I don't know of any reason the ramp on Athlon wouldn't go just about as fast as the product could be sold. AMD's been pretty clear that the architecture is more manufacturable than K6.