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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%Jan 12 3:59 PM EST

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To: TimF who wrote (133374)9/21/2004 3:31:08 PM
From: Joe NYCRead Replies (3) of 275872
 
Tim,

Digitimes is not the most credible site. It is just a datapoint, that may or may not be right.

As far as K8 shipments, 600,000 for Q3 is very low, IMO. My recollection is that the Q1 shipments were somewhere 400,000 to 600,000. I think K8 is > 1 million this quarter.

I hope we will get something from AMD, to get at least a ballpark.

Joe
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