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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: Charles R who wrote (4091)	8/9/2000 12:12:19 PM
From: steve harris	Read Replies (2) of 275872

Charles, re:Durons Thanks, I don't have much of a clue what the Athlon's split is. If Q3 is 3.6 million, surely Durons would be less than a million. Maybe the changes from K6 to Duron is proceeding slower than we should think? I base this upon their statement in the Duron FAQ: The AMD Duron processor is planned to be the successor to our AMD-K6 family for the value segment of the market. However, demand for the AMD-K6 processor family remains strong for low-end desktop and mobile systems, and we expect to sell AMD-K6 family processors into 2001. Maybe less than 500k? Predicting 7million CPUs, after 3.6million Athlons, this still leaves 3.4million K6s and other CPUs. steve

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