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: Dan3 who wrote (21604)	12/5/2000 6:42:44 PM
From: kash johal	Read Replies (5) of 275872

Dan3, Dan I see a major problem. I can see 3M Athlons in Q4 even in overall soft market - which is a 50% increase QonQ. I just dont see 3M Durons in this quarter. Oems are nowhere to be found except in a few cases. And 2-3M K6's are also expected. Again they have all but disappered even in notebooks. Maybe they are selling em overseas for $30-40 apiece. Its tough to see how they make the quarter. Fortunately the stock price is gearing for operating lossess so even a modest miss should be OK. With Flash still profitable - it would take sub $70 ASP's for the company to breakeven. Just my .02 regards, Kash

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