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


To: Elmer who wrote (108230)4/28/2000 11:31:00 AM
From: tejek  Read Replies (1) | Respond to of 1570548
 
I know I know just more lies but what I can't understand is why AMD couldn't sell more than a measly 1.2 Million Athlons under these circumstances, unless they have yield or serious demand problems.

EP,

The answer is obvious...they are selling all they can make. The reason that the media, analysts and this thread are jumping all over Intel is that they screwed up somewhere.....if not with yields, than somewhere in the manu. process or in the planning for the manu. process. Why do I say this? Because Intel can not meet its committments to customers in an average growth year for pc chips.

The only thing worse than having a problem is denying that that problem exists.

ted



To: Elmer who wrote (108230)4/28/2000 1:25:00 PM
From: Joe NYC  Respond to of 1570548
 
Elmer,

Interesting title of that zdnet article:

Intel: Caught with its PIIIs down

Joe



To: Elmer who wrote (108230)4/28/2000 2:44:00 PM
From: TimF  Respond to of 1570548
 
RE: I know I know just more lies but what I can't understand is why AMD couldn't sell more than a measly 1.2 Million Athlons under
these circumstances, unless they have yield or serious demand problems.

AMD sold 1.2 million Athlons because they have only one fully ramped up microprocessor fab and a lot of its capacity is going to K6s. 3rd and 4th quarter Dresden should be ramping up bigtime, and alot more Athlon's will be produced and sold.

Tim