Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 205.08

+0.2%

1:50 PM EST

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To: milo_morai who wrote (52689)	8/28/2001 12:15:18 AM
From: Jim McMannis	Read Replies (3) of 275872

RE:"...In August, its shipment ratio of AMD to Intel-based products is about 6 to 4, and SiS’s DDR-supporting 735 and 635 chipsets have contributed half of the company’s total revenues. With overall shipments of 735 and 635 lines exceeding 1 million units... AMD is kicking ARSE" Unfortunately SIS just doesn't have the volume production yet. On da' 'udder hand, If nvidia gets it right...AMD is really gonna sell a lot of chips...unfortunately at low ASPs though. Intel will likely get sucked into a red hole with them. JIm

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