Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Joe NYC who wrote (70871)	2/7/2002 2:09:42 PM
From: Petz	Read Replies (3) of 275872

Joe, re:<AMD should just drop Duron> Well I think most of the Durons being sold now are 1 to 1.3 GHz, and I don't think Fab 25 can even make them. I agree that whatever Mhz Fab25 can make, they should sell as Athlons rather than Durons. Things should be back to normal when AMD can supply volume quantity of .13u desktop chips, but in the meantime (Q1 and Q2), I see trouble on the horizon. I think Q1 will be a stalement for market share. AMD will continue to lose perhaps 1% in desktop share, but make up for it in laptop share. (Advertising of AMD machines at Best Buy, Ciruit City has improved slightly since January, but momentum is in Intel's favor.) For a healthy Q2, AMD needs to get XP2200+ and XP2400+(0.13) out before Intel gets above 2400 MHz. That would stop the market share loss in desktops. Petz

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