Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Jim McMannis who wrote (66663)	12/30/2001 11:34:08 PM
From: Dan3	Read Replies (2) of 275872

Re: Then we hear that there are shortages of P4s. This doesn't make sense because if there were shortages we would expect to see some more XPs fill the holes They may really be running flat out at Dresden. AMD is supposed to be doing very well in the Japanese mobile market, that would use 1 million A4's in a quarter. AMD is very visible in the US mobile retail market - another 1 million. Athlon XPs in Europe would use another 1.5 million. Athlon XPs in the US for screwdriver shops and Asia for desktops would use another 1.5 million. Athlon MPs would use a few hundred thousand. Athlon 1.3GHZ, 1.33GHZ, and 1.4GHZ would account for another 2 to 3 million worldwide. That's 7 to 8 million parts from Dresden plus another 4 million Durons worldwide from Austin (2 million mobile and 2 million desktop?) for a total of 11 million or so AMD chips this quarter.

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