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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (712)7/13/2000 4:56:16 PM
From: AK2004Read Replies (2) | Respond to of 275872
 
Joe
amd is going to ship ~12mil k7s while Intel is shipping over 100mil p6s. Next year Intel is starting to convert to p7 and amd is going to ship ~30mil k7s. Year after that amd is likely to beat the unit shipments of p6 while the gm for p6 chipset as well. If VIA does not see it then maybe AMD is better of without VIA otherwise they just need some breathing room.
-Albert