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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: Goutam who wrote (3570)8/3/2000 3:23:28 PM
From: Mani1Read Replies (1) of 275872
 
Goutama re <<This explains why AMD has been so adamant about the Durons sold out condition. They must have planned for fewer Durons all along than what we have been expecting on this thread. >>

I think that sums it up.

Less cheap Durons and more expensive Athlon. It looks that AMD will lose further unit market share in Q3 but will gain revenue market share. If I had to pick, I would pick the revenues but I want both.

Mani
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