Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Dan3 who wrote (8487)	9/14/2000 3:31:15 AM
From: Paul Engel	Read Replies (1) of 275872

Re: "And if AMD really does rollout large cache GHZ+ parts in January with dual processor DDR motherboards to go with them, the Xeon cash cow will be gutted as well. AMD will get very few wins, at first, but Intel will not be able to sell even an 800MHZ 1meg cache Xeon for $1,500 when AMD is selling GHZ chips with 1meg cach for less than $1,000. We've waited quite a while for such parts, however, so we just have to wait and see what happens, there is no firm release date yet. Maybe there will be clearer guidance at MDF or the earnings announcement." Yeah - according to you, AMD was supposed to ship these Server CPUs along with DDR/SMP chip sets in August - which ended two weeks ago. What happened - did AMD slip up?

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