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Politics : Formerly About Advanced Micro Devices
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To: milo_morai who wrote (110327)5/10/2000 9:57:00 PM
From: Mani1  Read Replies (1) of 1583374
 
Milo, the more I think about this, the better this sounds for AMD. Considering that the fix is not coming till late Q3 or so, the ESP numbers for Q3 look really good.

This problem should also help out the shortage of SDRAM since less of them will be in demand. That is also very good for AMD as it lowers PC prices a bit.

AMD should continue to sell all it can make for the remainder of the year. ESP numbers should come north of $7. I hope they are cranking out a lot of the 750 chipset as we speak.

Mani
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