Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

3:59 PM EST

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To: Scot who wrote (1130)	7/18/2000 8:27:19 PM
From: AK2004	Read Replies (2) of 275872

Scot I know that at intel thread everything is crystal clear but the statements like: "Intel said it won't start receiving revenue from the Itanium chip, the company's first 64-bit processor, until the fourth quarter of this year. The company earlier expected revenue to begin in the third quarter. In addition, the only computers using the chip to ship this year will be "pilot systems," and the general availability will encroach even further on Itanium's successor, code-named McKinley and due to arrive in the second half of 2001 ..... Added spokesman Bill Kircos: "The change of recognition of revenue is a result of requiring an additional processor revision prior to moving to the pilot release." confusing me - revenue and "pilot systems" together. And what about requiring an additional revision and revenue in 4th quarter? Are not we already in 3rd? Regards -Albert

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