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

To: Process Boy who wrote (92523)2/11/2000 1:58:00 PM
From: Greater Fool  Read Replies (2) | Respond to of 1573439
 
>>Demand for low-end microprocessors has been stronger than expected

Betcha Flash has more than a little to do with this ...



To: Process Boy who wrote (92523)2/11/2000 1:59:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1573439
 
PB - RE: "Interesting. So it's not the high end sales we all love to banter about that's going to make the Q for AMD?"

In the the Q4 press release, AMD said they expected Q1 to be flat to lower because of a slow down in K6-x sales. They also said Athlon production, Flash, and Communications would go up.

Therefore, K6-x was what was holding AMD back from predicting then what they are predicting NOW.



To: Process Boy who wrote (92523)2/11/2000 2:13:00 PM
From: Charles R  Read Replies (2) | Respond to of 1573439
 
PB,

<Interesting. So it's not the high end sales we all love to banter about that's going to make the Q for AMD?>

High-end is good but low-end is also kicking butt and people expected this to slow down because it is no longer Christmas.

If you search my profile you will find that I posted early January about the low-end gaining serious market share this quarter.

Chuck


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