Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.43

+0.2%

2:23 PM EST

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To: Petz who wrote (39593)	5/14/2001 2:05:05 PM
From: combjelly	Read Replies (1) of 275872

"Unfortunately, it fits my poor MHz scaling hypothesis though. " Could be. But the important point is that as late as one month ago, mobile Morgans were slated for Q3, but they popped up in Q2. See JC's transcript of the CC jc-news.com The relevant section: Doug Lee Q: Congrats, good quarter. Breakup between Duron vs. Athlon units? A: They were pretty much split down the middle, a few more Durons than Athlons. A: Q: Value side of mobile market A: Morgan in Q3 Q: Desktop Morgan? A: Same time frame. So there may be a binsplit problem, but it isn't the only explanation. It is just as likely these are down-binned to satisfy a customer (Sony?) who wanted mobile Durons now. This was a sales or marketing driven decision.

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