Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 256.12

+0.5%

Oct 31 9:30 AM EDT

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To: Pravin Kamdar who wrote (33283)	3/24/2001 8:45:15 PM
From: niceguy767	of 275872

Pravin: "I asked the sales rep why, and he told me that they have not been allocated any more by HP." The 1 gig and up Athys are "racehorces"...The really scary (well, almost) is that in a worldwide market of 150 million cpu's per year, AMD, at the moment, can only supply 20 million 1 gig and up in Y2001!!! No doubt in my mind that excess demand for Athy 1 gigs and up will be the norm for the remaining portion of Y2001...and that can only be good for Dresden ASP's!!!

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