Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Buckwheat who wrote (20408)	11/24/2000 8:41:41 PM
From: Michael Ohlendorf	Read Replies (1) of 275872

I actually thought they shipped more than 2Mio Athlons from Dresden since June. Will be hard for them to reach their goal of 8-9Mio CPUs sold in Q4 IMO. ~2Mio K6 ~3Mio Duron ~3Mio Athlon That means that Athlon is still only 1/3 of the mix. They could have sold many more Athlons than they were able to produce. They are probably not selling all of their Durons due to lack of cheap Mobos. Athlon production in Austin will come to an end in Q1. Looks like their mix is still working against their ASP. An upside could be the mobiles in Q1 if it is Q1 like they still claim...

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