Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: kash johal who wrote (3844)	8/7/2000 12:24:41 PM
From: Goutam	Read Replies (1) of 275872

Kash, < We have seen several reports today that due to chipset MB issues the Duron has been delayed in the market by several months. HOWEVER AMDS management has LIED to investors repeatedly by saying that infrastructure was NOT a problem.> I'm afraid you are accusing of this company lying (second time within the past few days) based on your interpretation of AMD's comments. I view AMD's comment of no problems with Infrastructure as AMD having confidence in selling the projected 3.5 Million units of K7 core based CPUs. AMD never gave any indication of what the mix going to be (Durons vs calssic Athlons & Thunderbirds). No Durons SKU's by the Major oem's does indicate a problem with Duron's Infrastructure (which will not be a problem in Q4). AMD's statement about no problems with the infrastructure could be based on its ability to sell 3.6 K7s with the mix adjusted to conditions of various segments of the infrastructure, oem and supplier's needs, and market conditions. Goutama

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