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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.49+3.7%10:00 AM EST

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To: Mani1 who started this subject1/17/2001 5:44:58 PM
From: Paul MaRead Replies (2) of 275872
 
UPDATED LIVE: CHECK HERE FOR DETAILS

Palomino inQ1, wonder if jerry is goign to say 30% market share by end of 2001, kind of doubt that.
expected 90-100 asp for 2001 year
Dresden will make all all athlons soon, austin will make durons.
.13 by Q4
do not see price war
expects mobile solutions to first penetrate corporate market
going to usE SOI!!!!

Duron Q2 will be 900 mhz
Duron 21% retail for november

Athlons ASP Q4 not disclosed

ROADMAP
desktop palomino
1.3 Gig Q1
1.4, 1.5 Q2

1.7 H2
Do not expect 2 GIG until Clawhammer
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