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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%3:59 PM EST

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To: andreas_wonisch who wrote (4361)8/10/2000 5:19:34 PM
From: Joe NYCRead Replies (2) of 275872
 
Andreas,

From the Real World Tech report, it looks like the the chipset situation is going to take some time to improve. Via's DDR chipset for Athlon will be 2 months after Pentium, and will not be available in volume in 2000, Sis is still having production problems, very few motherboard companies want to support Ali, Micron is not pushing their DDR motherboard. The only hope is AMD 760, but we will have to wait until October or November for volumes.

On the positive note, it looks like Via is ramping KT133 very rapidly.

Joe
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