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: Cirruslvr who wrote (12865)	10/11/2000 12:53:31 PM
From: Charles R	Read Replies (1) of 275872

Cirruslvr, <This is the fifth person (Chuck, 3 analysts, RWT) since yesterday afternoon to mention the 7.2M seven gen number may be too high. > I actually am in a somewhat different camp than these analysts. I do not expect K7 guidance to go down meaningfully, if at all. I think AMD will kill off K6 faster and move most of the K6 desktop sales to K7 this quarter. So, if anything I would expect K6 numbers to go down. One long-shot: Dell goes AMD and AMD will keep the forecast or increase it. That would be the day! Chuck

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