Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.75

+4.9%

12:02 PM EST

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To: Goutam who wrote (2293)	7/25/2000 9:11:07 PM
From: Joe NYC	Read Replies (1) of 275872

Goutama, If ALI's chip is any better, it may compensate more than any lost sales due to VIA. Any positive surprise would depend on AMD DDR chipset, if AMD manages to release it in the early October. My concern is immediate: this week, next week. OEMs are not selling any Duron boxes, and it will be hard to eve make up for the sales lost this week, because people are walking home with Celeron systems. Joe

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