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: Tenchusatsu who wrote (103322)	4/9/2000 11:37:00 PM
From: Scumbria	Respond to of 1574494

Ten, Makes me wonder whether AMD was capable of manufacturing 2M Athlons, but sacrificed yields in order to get to 1 GHz. (As usual, correct me if I'm way out of line here.) We really don't know how many Athlons were made last quarter, but your theory sounds quite within the realm of possibility. Scumbria

To: Tenchusatsu who wrote (103322)	4/9/2000 11:47:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1574494

Tenchusatsu, re:"I'm sure we'll find out more this week as earnings are announced and we get a better idea of volumes, both on Intel's side and on AMD's side." Has Intel ever provided numbers of CPUs? All I've ever seen is analyst's estimates of total CPUs. You wouldn't care to break down the numbers of each processor family would you? Do you think Intel will have to exceed their guidance again this quarter to make earning estimates? Here's some AMD numbers for the Athlon ramp. jc-news.com Every Athlon sold is a P3 that didn't. :o) steve