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

To: milo_morai who wrote (88752)	1/21/2000 1:58:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573622

Re: "Elmer, Care to Elaborate on your WAG? Why do you think AMD cannot find buyers? Just got GTW onboard and GTW is going to town with AD's.." It's not a WAG, it's an interpretation of the numbers. AMD made more Athlons then they sold in a market where Intel was unable to meet the PC Market demand. If AMD can't sell all their Athlons in a (intel)supply limited market, what's going to happen when the demand slacks off and Intel's supply increases? I think that suggests that AMD will have a hard time repeating their Q4 results. I may be wrong but that's the way it looks to me. EP