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To: steve harris who wrote (104578)6/19/2000 5:20:00 PM
From: Road Walker  Read Replies (4) | Respond to of 186894
 
Steve, With all of that new capacity coming online and eMachines struggling, where is all of that "sweet spot" going to go?

eMachines is a proxy for the US retail PC market, and with consumer spending slowing, that could be soft. Intel's business is 40% US, and strongest in the business and server segment. A slowdown in consumer PC sales can be overshadowed by strong overseas markets, server and mobile sales.

What does AMD have to fall back on if retail sales slow this year? Will Mr. Sanders still be able to deliver on the promise of doubling Athlon sales each quarter this year?

John

John



To: steve harris who wrote (104578)6/19/2000 5:56:00 PM
From: Elmer  Respond to of 186894
 
Re: "With all of that new capacity coming online and eMachines struggling, where is all of that "sweet spot" going to go?"

Sales will go to those who would otherwise have bought AMD products for lack of available CuMines Celerons Willamettes Timnas etc.

EP


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