Advanced Micro Devices - Moderated (AMD) Message Board

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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: kash johal who wrote (2285)	7/25/2000 8:14:28 PM
From: Joe NYC	Read Replies (3) of 275872

kash, 6 weeks after Duron intro and no product in field. I think there is a lag. I think the current lack of Duron system, and relatively low number of Thunderbirds is the reason we didn't have a blowout Q2. We may be spilling over into Q3, but it is not 6 weeks of insufficient product, but more like a week, 2 weeks maximum. We have already paid for the first 4-5 weeks of KT-133 delay in the last quarter results. How much more the Via incompetence will cost us is still a question, but we are definitely starting to run the bill for this quarter. Joe

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