Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (47912)	7/16/2001 10:19:51 PM
From: Dan3	Read Replies (1) of 275872

Re: Here are my numbers, welcom comments back: Chenbro is featuring their new Case/PS combo for AthlonMP on their home page: chenbro.com.tw Inwin has the Q500-460 available for AthlonMP systems. If 50K boards are sold, 100K processors would be required to go with them. Some buyers will use Thunderbirds in their SMP boards, but other buyers will put Palomino server chips in regular motherboards. I'd add in at least 100K chips at an ASP of $150 to account for this. I think that your mobile numbers are low, but that desktop Athlons will be reduced to make room for more server Athlons - I'd cut desktop Athlons by .5 million and increase mobile Athlons by .5 million. An extra .4 million Durons puts AMD in the black for the quarter.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next