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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: kash johal who wrote (33850)3/28/2001 7:04:57 AM
From: fyodor_Read Replies (1) of 275872
 
Kash: 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.

And what do you expect them to conjure the DRDRAM from? The only way Intel can ramp P4 (no roman numerals ;)) production - and expect to sell - is to have an alternative chipset. Intel itself says it won't have an SDRAM chipset for P4 until Q3. What are odds anyone is willing to go with that? Let alone the 5-10M that your numbers would seem to indicate. Q4 looks like it will bring DDR to the P4, but isn't that too late to reach the target of 25M this year?

There are some elements left out of my arguments above - VIA and ALi. Do you expect them to provide the remaining DDR P4 chipsets? (I'm not saying that's an impossible scenario, I'm just wondering what you are basing your beliefs on)

-fyo
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