Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.65

+0.3%

Dec 29 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Ohlendorf who wrote (23024)	12/20/2000 9:17:24 AM
From: Dan3	Read Replies (2) of 275872

Re: I think, they will have several hundred thousands of onsold Durons left I think it will be over a million. The conference call guidance was that they would FAB the chips but might not be able to sell them until Q1. But in a huge exception for this industry, those parts will go up in value, not down, as low cost integrated motherboards are finally hitting the market. It seems a strange thought, but AMD could have a very good Q1, particularly in terms of units, since they will have these "extra" chips to sell that have suddenly increased in value. The integrated motherboards are a very, very big deal for AMD. Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next