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

To: Tenchusatsu who wrote (103328)	4/10/2000 12:12:00 AM
From: deibutfeif	Respond to of 1574472

Tench, re:...Where do you think those extra Intel CPUs would have come from?... Good point. Another viewpoint (as opposed to Steve's): every Ath sold represents PIII demand under-forecasted by Intel. Now its just a matter of backfilling capacity. ~dbf

To: Tenchusatsu who wrote (103328)	4/10/2000 12:20:00 AM
From: steve harris	Read Replies (1) \| Respond to of 1574472

Tenchusatsu, re:"Where do you think those extra Intel CPUs would have come from?" DeDumpster? aka "Kumar Sweetspots" OTOH, You always maintained AMD must reduce K6 output to increase Athlon output. amd.com "Demand for low-end microprocessors has been stronger than expected," So maybe Jerry was busy selling K6s instead of Athlons? Looks like a sure short to me! Where did you and elMeR come up with 2 million Athlons? I have found 1.5 million as a goal, from the Q3 conference call. Is a 50% increase from Q4 to Q1 and .25 to .18 really bad? It must gonna be horrible when AMD "eeks" out a few .18 copper CPUs. :o) steve