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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 222.55+0.7%2:51 PM EST

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To: Dan3 who wrote (3796)8/6/2000 9:18:17 PM
From: GoutamRead Replies (5) of 275872
 
Dan,

> AMD has taken a little while to perfect its price weapon but on that day will drop the price of its 1GHz Athlon to $495 and its 800MHz Athlon to $190 in quantities of 1000, according to one of its US OEMs, speaking under conditions of strict confidentiality to The Register.
theregister.co.uk
>

If true, this would bode well for AMD. It seems AMD is in a great shape to crank out high MHz Athlons in great numbers.

Looks like AMD is gearing up to create market demand to be able to sell its planned production of 7.6M Athlons + Durons in Q4'00. Does any body here have an idea on how many K6xs AMD is planning for the next quarter(or total CPU units)?

By the time these supposed price cuts (September 5) take place, we may see some Duron SKUs from major OEMS. Next quarter going to be a great one with Durons 600-750MHz, Athlons at 800MHZ and above, at least three chipsets (VIA, ALI and AMD) - some with DDR SDRAM support, ATHLON SMP boards, etc.

Goutama
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