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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 228.36

-5.1%

9:57 AM EST

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To: TGPTNDR who wrote (66195)	12/24/2001 12:03:30 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:"I doubt they ever had victory as an option and that over 1/4 of all P4s ever built are still in 'the channel' trying to get sold." The problem with that is that there is no room in retail for OEMs to buy any XPs because they are loaded with P4s. If someone starts selling P4s with DDR hard it will even make it tougher for the existing P4-SDRAM boxes to move off the shelves. All I can say is that when the Palomino was delayed, Intel sure stuffed the market with Willamettes. Jim

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