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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: Dan3 who wrote (66703)12/31/2001 6:18:36 AM
From: combjellyRead Replies (1) of 275872
 
"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. "

Not going to happen. While I might buy as many as 8.7 million, and that only if there are a lot more Durons sold than expected, there is no way there will be 11 million AMD processors sold in Q4. They don't have them to sell. They have not increased sales by more than 600k-700k units, Q over Q, since they started the Athlons. I doubt if that will change.
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