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

To: 5dave22 who wrote (105947)	4/15/2000 9:13:00 PM
From: Charles R	Respond to of 1570659

Dave, <One thing though, the article was in regards to CuMines, so I would hope there would be an increased demand for K7s.> I hope so too though I am somewhat reticent to predict that. In Q1, I expected AMD to ramp down K6s hard and ramp up Athlons. Intel pulled a fast one by cutting Celeron production and creating demand for AMD at the low-end. Will Q2 be any different? Looks that way but Intel has proved very savvy to date in playing this game. However, if PIIIs are really having this massive production problems (not saying they are) then it is GameOver for Intel. The earnings conference call is going to be extremely interesting. Let's see. Chuck