Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (94836)	2/23/2000 10:05:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1570498

Jim: If Intel is flooding the market it must be at 550MHz. Certainly not much visible above 550MHz...somebody told me demand for the PWeeIII 800 is 100% greater than Intel is able to supply. To date Intel has supplied half a dozen PweeIII 800's to retail...Not bad for 4 months of production at 100% capacity! AMD's price cuts are going to pull the carpet out from under Intel at the 800 MHz level. Demand for PWeeIII's will probably drop to 66% of available supply at 800 MHz...i.e. they might only be able to sell 4 PWeeIII 800's in March! Seriously though, the Athy price cuts should result in a minimum of 1.5 million Athys in Q1, probably 2 million...without any significant erosion in Athy ASP owing to the SMOOTH intro of premium priced 850's at retail...An Athy ASP of $225 and 2 million shipments in Q1 will blow away, once again this quarter, street estimates of $0.39! An outside chance of $1.00 eps in Q1!