Advanced Micro Devices - Moderated (AMD) Message Board

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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: Charles R who wrote (3558)	8/3/2000 3:36:43 PM
From: Goutam	Read Replies (1) of 275872

Chuck, <Now, this is not to say Duron sales are completely lost. I am sure AMD will recover some of it in the form of Athlons and K6s but we are basically talking about one more lost opportunity. Some of the chipsets/motherboards built for Duron would be useful for pushing Athlons. This is one thing that irks me about AMD - the perennial string of lost opportunities> Are you saying that AMD could easily exceed 7Million CPUs, or 7Million Units with fewer K6-2s & more Durons this quarter if it were not for the infrastructure hiccups? If so, I understand your concern about the lost opportunities. Goutama

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