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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Michael Ohlendorf who wrote (20816)11/28/2000 1:30:24 PM
From: Joe NYCRead Replies (1) of 275872
 
Michael,

I don't know about Q1, but I expect the more Athlons relative to Durons in Q4 than the table suggests. I think Athlons will be > 3 million, matching Dresden ramp.

As far as half of the Dresden fab to be re-equipped for .13u, the reality is that half of the fab remains to be equipped.

Joe
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