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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: Joe NYC who wrote (4049)8/9/2000 12:21:15 AM
From: Charles RRead Replies (2) of 275872
 
Joe,

<The part may be a regular 600 MHz Duron underclocked / with lower voltage.>

I am pretty sure that's what it is. (EDIT: People are saying this could be a K6 - I guess that is probably a higher likelyhood thing)

Given the delays in KT133, I am concerned about Duron laptops. It is not clear to me that ALI's mobile chipset is far enough along to make for Q4 volumes.

On the otherhand I am upbeat about Mustang+760. That should be a killer combo. If AMD continues with its chip execution track record, AMD will be in a great spot in Q4.

Chuck
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