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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%1:25 PM EST

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To: ajbrenner who wrote (21041)11/29/2000 7:13:08 PM
From: TGPTNDRRead Replies (3) of 275872
 
AJ, Re: <...if AMD was way behind on their stated goal of 8 millionprocessors sold we would have seen some steep price cuts in time for the holiday shopping season...>

Yep -- sounds right to me. I'm wondering how come AMD announced 2Mth CPU out of Dresden last week -- or am I wrong?

I thought the 2Mth CPU was due out of Dresden in September -- or am I wrong? I don't remember seeing(or hearing) any different from 500 wafer starts per week and growing with 80% 1G or above that I thought I heard for Dresden back in July -- or am I wrong?

Give the wafers 1Q year to come out & I think they're still running light.(Close to 1M light, based on doubling by quarter.)

Please help my logic.

tgptndr
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