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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.69+1.3%9:48 AM EST
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To: fyodor_ who wrote (20768)11/27/2000 9:08:12 PM
From: niceguy767Read Replies (1) of 275872
 
fyodor:

"A completely unrealistic list would include:

1) business SKU from a major OEM.
2) 760MP in early Q2.
3) Palomino demo at 2GHz (even with unknown cooling).
4) .13mu development going well - production expected to start in Q4'01.
5) Mobile Palomino demo with reasonable power consumption.
Like I said, a completely unrealistic list ;)"

I think you could add to your list
6) confirmation of a major P4 production problem, currently showing signs of surfacing
7) retail quantities of 1.2 gig Athy/DDR combo
8) firming PC demand
9) rising ASP's
10) affirmation that 8 to 9 million units in Q4 is on target (We got that today)
11) Dell to carry Athy's above 1 gig...
12) Takeout by a company which wants AMD flash and/or microprocessor division (each worth a minimum of $20/share, imho)

Just too many realistic current possibilities, any one if which could easily push AMD to much higher heights, especially if more than one surfaces in the same interval...
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