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

To: Petz who wrote (1245)	7/19/2000 3:26:53 PM
From: Jim McMannis	Respond to of 275872

RE"In that case AMD should be your pick ahead of Intel. Q2's output included Dresden output at only 10% of capacity. Some have reported that WSPW (wafer starts per week) are now at 25% of capacity. That gives us the following progression: Q1 - 1.0 Q2 - 1.1 Q3 - 1.25 Q4 - 1.5 Q1 - 1.75 Q2 - 2 No way can Intel match that ramp. AMD's only problem is selling them, and barring some unforseeable disaster, that won't be a problem for this year at least." A pretty strong point... Willy with RDRAM will give AMD even more time to ramp... Sure with the indications of the overclockability of Athlon looked better. 1.1 Nhz for the current stepping looks like it right now...per Anand. Jim