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To: Charles Gryba who wrote (154865)1/11/2002 4:45:55 PM
From: wanna_bmw  Read Replies (2) | Respond to of 186894
 
Constantine, Re: "I don't think AMD was production limited to the 20 something % they attained. They were demand limited."

Demand limited, even after selling their processors at $60 ASP, eh? So how are they going to double their share of the market at Intel's expense now? If they couldn't get buyers to buy more Athlons when they were kicking the P4's butt in Q2 and Q3, how are they going to sell over Northwood?

wbmw