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

To: steve harris who wrote (88583)	1/20/2000 3:55:00 PM
From: kash johal	Respond to of 1573221

Steve, re:" Message #88584 from steve harris at Jan 20 2000 3:41PM Kash, re:"they are demand limited." Intel is supply limited. AMD is demand limited. AMD increased market share. Gateway and HP started selling Athlon systems. This is good, right?" NOPE not GOOD at all. If there is only demand for 1.5M AThlon units in Q1 this is NOT good IMHO. If they manufacture 2.5M they will be stuck with inventory of 1M units or so. AMD can only make decent money on AThlon at ASPS in excess of $130-150 (due to off-chip cache etc). And remember that OEMS prices are MUCH MUCH lower than pricewatch prices. Without Gateway things would have been tough, but AMD still has a good shot at 1.75M now IMHO. But Athlon inventory at end of Q4 was NOT a good situation. I can see significant price drops coming at low end. The good news is that speed distribution is allegedly good enough to avoid bloodbath in Q1. The spitfire will really help in Q2 as they should drop $30-40 off AMDs costs - coupled with the new 4 layer MB's. regards, Kash regards,