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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%Nov 26 3:59 PM EST

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To: dougSF30 who wrote (16348)10/28/2000 3:40:50 PM
From: Charles RRead Replies (1) of 275872
 
Doug,

<Suppose the A7M266 was due to be shipping in volume as of Nov 15th? Or Dec 1st? Then "will be" is precisely the right language to use.>

But that is precisely what will make it nearly impossible for any significant revenues to be realized from this product in Q4.

<As you say, Q4 is [almost] 1/3 over... not 90% over, nor actually over.>

My thinking is that if systems aren't available at release on Monday there will not be any meaningful Q4 sales.

<What's the P4 chipset's (850, right?) limit in terms of maximum Rambust memory that can be used? 1 Gb? 2 Gb? More? less?>

Don't know. Probably 2GB but definitely not smaller than 1G.

Chuck
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