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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: combjelly who wrote (17889)11/6/2000 10:47:41 AM
From: Tony ViolaRead Replies (2) of 275872
 
combjelly,

Since Intel will be constrained by the number of RIMMs available for the P4, they have to be planning on moving a huge amount of Xeons and portable chips to keep their GM in the 63% range.


Yes, the volumes of those, and the much nicer margins on them, have to be really starting to show in the GM line. Re servers, we heard from Compaq already, 2nd straight +40% YOY revenue growth in Intel based servers. Dell this week, and I expect more of the same.

Tony
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