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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Robohogs who wrote (71784)	2/17/2002 5:01:34 PM
From: ptanner	Read Replies (2) of 275872

Jon, re: "the 2200+ has slipped a quarter. In November, AMD said 2200+ in Q1. Now appears in Q2." Where do you see the 2200+ sliding? Slide 9 from the Jan 30 BoA presentation (sorry no link, I DL all the files) still notes a M2200 for Q1 and has two minor changes in the desktop value (1400->1300MHz for 1Q02 and M2800 Thrbred/Barton dropped from 4Q02) and a change in labelling the 0.1um Hammer series to 90nm Hammer. EDIT: Ok, I followed the thread up and saw the source for the 2200+ to 2Q02. I am not sure how much faith I have in the VR Zone site vs AMD's own presentations. Especially when the VR-Zone site is more aggressive than AMD with respect to the value desktop (they still have 1400MHz for 1Q02). -PT

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