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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST

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To: Mani1 who wrote (2230)7/25/2000 3:28:11 PM
From: Joe NYCRead Replies (1) of 275872
 
Mani,

I believe we established that Compaq is using Tbird as well. But your other point is valid - lack of Duron systems.

Via is in process of screwing up another AMD quarter. This is crazy, but I think that when 760 is out, AMD should make 1 chipset per processor (to prepare for inevitable Via "accident".

It is less costly to stockpile (and possibly throw to the dumpster) a bunch of chipsets than sit on a million of unsold CPUs that lose about $1 or $2 in value per day each.

Joe
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