Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 218.94

+0.6%

12:00 PM EST

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To: Charles R who wrote (13957)	10/15/2000 11:52:39 AM
From: that_crazy_doug	Read Replies (1) of 275872

<< AMD is pushing Durons to 900MHz this Q and that theoritically leaves Intel without any high-end sales. There is a risk here that the market may have tough time absorbing that. How do OEMs deal with that? It is hard to tell. It would have been much safer ramp if AMD got some penetration on the corporate side. >> If AMD pushes the low end that high up they might be able to make up some for the platform differential, however, I wonder how much that would hurt the Athlon sales. Especially if the fastest Athlon is a 1.2 and not a 1.3 at the time.

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