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: AK2004 who wrote (51193)	8/15/2001 1:29:16 PM
From: Charles R	Read Replies (2) of 275872

<A year ago, AMD probably represented about half of all Gateway units, or about 500,000 units per quarter. AMD's contribution has fallen sharply, as have Gateway's total units out. We have heard AMD's units to Gateway may be as low as 120,000 units in Q3, falling to nothing in coming quarters. > Probably the most damning news in the report. If true, AMD marketing wasn't even sell the low-end story. That's a shame given P4s don't even have the integrated graphics chipset at this point. Given back-to-school is not coming through as expected and rumors that Intel is selling P4 1.3-1.4 at sub-$100, it looks like AMD is headed for $65-70 ASPs, ~$100M in losses, and cash-flow-neutral position in Q3. Where will AMD stock price go if there is no significant seasonal uptick in Q4? Do we still have people on this thread who think Palomino is not delayed and AMD is holding back until Northwood?

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