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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.5%Nov 28 12:59 PM EST

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To: Chung Lee who wrote (12876)10/11/2000 12:10:04 PM
From: niceguy767Read Replies (1) of 275872
 
Chung Lee:

"Cirruslvr, it is all a guessing game, I believe guidance of 7.2M still intact if not more, Dresden is ramping on schedule, no reason to believe it is not, further Dresden is cranking out high speed parts at will, it is just a matter of marking them as 850Mhz or 1.1 GHz, a lot of flexibilities."

Comment: Further, if AMD has been able to ship 6 million processors per quarter when their competitive edge was nowhere near where it is today, why not 9 million in Q4 with 7.6 million Athys, especially in a PC market that, according to MU's numbers, is expanding at a fairly high growth rate!!!
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