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

To: Joe NYC who wrote (124428)	9/22/2000 1:28:45 AM
From: tejek	Respond to of 1578161

BTW did you see the article I posted re foreign sales and where AMD and Intel are in the ranking? I noticed that AMD gets only 40% of their sales from USA, while Intel gets 43%. I think it has to do with AMD selling lower price chips (K6). It will probably change, as AMD moves majority of their chips from low end to mainstream and high end. Joe, I have never been concerned about this issue that much because I don't think it was as big a deal as you and Charles are making it. First of all, I am firmly convinced now that Intel was using the capacity constrained excuse to cover its poor PIII yields and that demand was never as great as they would have liked everyone to believe. Secondly AMD has consistently for every quarter this year had an ample supply of chips and Q2 was no different. In the CC's I never once got the impression that demand was ever greater than supply. That's why have been confused by Intel's statements. In any case if I am wrong and you guys are right, the sales are still lost so it no longer matters. ted