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

To: Joe NYC who wrote (103391)	4/10/2000 1:07:00 PM
From: tejek	Read Replies (2) \| Respond to of 1574273

that would be the scarry scenario: Intel can't supply what market demands, AMD signed HP, Gateway in addition to Compaq and IBM(?), but the demand for Athlons was still only 1.2 million. Under that scenario, Q2 would be challenging: better availability of Coppermine, No Spitfire until May, no Thunderbird until June. And Q2 is still seasonally lower than Q3 nd Q4. Joe, Not necessarily.....over the past 2 quarters market acceptance of the Athlon has been growing. If I were an OEM I would first carefully sample some Athlons (given AMD's past track record) and as they proved successful, increase my orders. I think there is momentum building that will result in more and more Athlon sales as the year progresses. Remember that just a month and half ago, the word was that AMD may have a viable product. And even now Dell refuses to come on board. I think sometimes we here on the thread are about 6 mos ahead of everyone else because of the concentrated news we get. ted