Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Paul Engel who wrote (46603)	7/8/2001 3:27:15 PM
From: Dan3	Read Replies (2) of 275872

Re: those two are the only announced "customers" of the AthlonMP. I see something like 150K boxes of that sort for Q4. Another 350K units from white box VARs (to people like me at work). And 500K board sales to enthusiasts (like me at home). Total 1 million boards and 2 million CPUs. Heck, cut that in half to 75K, 175K, and 250K board sales, and you still get $200 million additional revenue to AMD - a 20% increase on top of whatever they gain from a presence in mobile and having NVidia supporting it with the crush chipset. Dan

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