Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: kash johal who wrote (21598)	12/5/2000 6:01:57 PM
From: Dan3	Read Replies (1) of 275872

Re: The problem is demand and NOT manufacturing. Demand for 1GHZ and faster processors that work with inexpensive RAM and cost ~$30 to manufacture will continue to be just fine for the next two quarters. After that, AMD needs Palamino etc. and lots of cheap DDR motherboards - which I think they'll have. By early 2001, they need a high speed 64 bit processor that is inexpensive to manufacture and works with inexpensive memory - and they expect to have that, as well. If AMD can execute its roadmap, which is a much easier one to deal with than Intel's, AMD will do well. Regards, Dan

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