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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%Dec 1 3:59 PM EST

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To: Jim McMannis who wrote (41762)5/31/2001 12:11:28 AM
From: Joe NYCRead Replies (2) of 275872
 
Jim,

I'm not to thrilled about the delays and Mhz lead of Intel (1.4 to 1.7) but they have a lot of problems as well. Sure, a 1.533 or 1.6 Ghz Palomino for the destop would be nice next month but as they ramp that core I'm glad to see them going out at higher ASPs...in notebooks and servers.

How many do you think have gone out? I think the number is so small that the ASP is irrelevant.

Joe
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