Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: Dan3 who wrote (34925)	4/4/2001 11:35:23 PM
From: Joe NYC	Read Replies (4) of 275872

niceguy, I think Dan's $115 for Dresden Athlons is indeed very low. And as far as Austin Athlons, I think the number will be extremely low. What I wonder about is if there is and AXIA stepping equivalent available for Austin process. If this stepping provided about the same increase in clock speeds (with some 900 to 1.13 bin splits), it would be an excellent news for AMD, since the demand for Athlons has been exceeding the demand for Duron, and also, 900 - 1.13 GHz Athlon would have have an ASP of some $80 to $90, vs. $50 or so for Duron. Joe

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