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

To: niceguy767 who wrote (103062)	4/8/2000 10:40:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1574732

Re: "Comment: Just who here is calling the kettle black? Mr. October flood the market with PWeeIII 733's and above? Sounds like a "botched" call to me..." I think you are confusing me with someone else but nonetheless, I expect you will see that Intel increased their CuMine manufacturing almost 10x in Q1 but you will continue to insist there aren't any out there. Will AMD report a 10x increase in Athlons? 2x? I don't think so but you will insist they had a huge increase. Kind of shows your sense of judgement. Good thing you're making money here but then, so am I. EP

To: niceguy767 who wrote (103062)	4/8/2000 2:04:00 PM
From: 5dave22	Read Replies (1) \| Respond to of 1574732

Niceguy <In retrospect, 1.2 Athys in the seasonally weak Q1, represents a 50% increase in Athys over the seasonally strong Q4> I agree, I think a lot of people here got ahead of themselves. Maybe it's because we're getting used to "great" news. Well, 1.2MM IS great news at 650+. And we still run the possibility of Jerry sandbagging. Personally, I was expecting 1.4ish based on the quarter and the fact that AMD is still not pushing these hard enough in a general advertising campaign geared towards branding to the consumer. Still today, even with 2MM Athlons on people's desks, most people have NEVER HEARD of an Athlon. Hopefully this will change. Dave