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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%Dec 24 12:59 PM EST
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To: THE WATSONYOUTH who wrote (33849)3/27/2001 10:22:19 PM
From: kash johalRead Replies (2) of 275872
 
watsonyouth,

I agree with your analysis.

Except i see more production moved over to PIV than you do.

Intel gains most bang for the buck by slashing PIV costs and ramping the Mhz to 2Ghz plus leaving AMD in the dust.

This is the only way they get to the new PIV target of 25M cpu's.

I read somewhere that Q1 for PIV was sub 1M pcs.

And Q2 is only 2-3M.

That leaves > 20M units in Q3/Q4.

If they execute they screw AMD.

If they slip a quarter or more they are screwed themselves.

And yes the pressure must be incredible.

regards,

Kash
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