Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

3:59 PM EST

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To: Pravin Kamdar who wrote (5611)	8/18/2000 3:41:15 PM
From: Mani1	Read Replies (1) of 275872

Pravin re <<Evidence at retail suggests that AMD cannot make the 7 million target (promise) for the quarter. K6-2 has dried up, and Duron is not being sold at retail by any large OEM. More than half of the quarter is already gone. All we have is Jerry's continued guidance.>> I agree that lack of Duron is not good. But in a way that bodes very well considering that 3.6 million Athlon cores still will be sold this quarter. I doubt any more than 800K of those are Durons. That means an increase of 1 million Athlon from last quarter, that should do wonders for the EPS number. Considering the latest guidance, I no longer think that there is any chance of AMD missing the current estimate for the quarter. PC's for Q4 are currently being designed by the tier one OEM's. I would think that Duron is a major player there. Mani

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