Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 218.63

+0.5%

12:14 PM EST

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To: Joe NYC who wrote (41796)	5/31/2001 9:19:42 AM
From: andreas_wonisch	Read Replies (1) of 275872

Joe, Re: It is entirely possible, but the window was wide open for AMD to sell 1+ million Palomino notebooks this quarter. AMD did not take advantage of this opportunity. We will be lucky to get 1/3 of that number. In the US total Palomino notebook sales this quarter will probably be only 1/10 of that number. The only upside is Japan with the recently announced design wins. However, Japan's biggest notebook OEM (Hitachi) is still not on board. Plus: All OEMs except NEC sell only mobile Durons (lower ASPs). We can only hope that HP unveils its planned Athlon notebook soon. That would really help (US) sales. Andreas

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