SI
SI
discoversearch

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: Pravin Kamdar who wrote (114535)6/6/2000 2:50:00 AM
From: Joe NYC  Respond to of 1574262
 
Pravin,

I thing we will come back to this post. Sounds good to me. The only minor changes I would make is to place ALI and Via DDR chipsets in Q3 (according to their roadmaps), 760 and Samurai in Q4.

Even though I would really like to see 760 in Q3, because I think it will be another home run (and I would like to have a computer based on it soon)

Joe



To: Pravin Kamdar who wrote (114535)6/6/2000 11:25:00 AM
From: niceguy767  Respond to of 1574262
 
Pravin:

That's a fairly comprehensive list. Might consider in Q2 adding:
(i)last OEM climbs aboard AMD.(bumped up from Q3)
(ii)AMD makes giant inroads into business space with several major purchases by Fortune 500 companies>
(ii)AMD revises upward Q2 earnings from $1.40 to (exact no. is premature, but $1.77 sounds good at the moment.(will fine tune for Goutama's contest).

In Q3:
AMD sold out of Athlon processors into Y2001...

That's all for the moment...but I'm sure several otherss will surface!