Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: 5dave22 who wrote (26722)	1/29/2001 2:44:51 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:""low end"? PIII 1Gig is their fastest chip! <VBG> I'm not holding my breath for Duron in Gateway. Missed the first chance - when Duron was released (back-to-school). Second, I thought GTW said they would have Duron by the Christmas rush. As of now, I don't recall any timelines for Duron by Gateway, but I haven't been following THAT closely. ???" All I can say is that Intel must be cutting some godfather deals on P3s to certain OEMs. They are also able to maintain overall margins and market share. Mhz seems to be selling P4s (Mhz sells-TM McMannis)...as people know little else. Intel appears to be holding off AMD better than most of us thought possible. Jim

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