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To: Tony Viola who wrote (121082)12/7/2000 1:25:29 PM
From: Dan3  Respond to of 186894
 
Re: you're starting off with an AMD and a Via assumption, subtracting them from the total, and leaving the rest for Intel.

I've seen a very clear AMD forecast for 8 to 9 million chips so put in 8.5 million for them and I think VIA will sell something, so I put in a figure of 1 million. It was all I had to go on. Have you seen a unit sales forecast from Intel?

Dan



To: Tony Viola who wrote (121082)12/7/2000 1:28:27 PM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: didn't AMD revise # of processors they'd ship in Q4 down recently?

Not that I've seen, and I'm pretty sure I'd remember. A while ago they revised the number down to 8 to 9 million from 9+ million due to a lack of integrated chipsets. Is that what you were thinking of?

Dan


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