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

To: Mani1 who wrote (2236)	7/25/2000 3:57:27 PM
From: vince doran	Respond to of 275872

Thread: AMD announced speed grades 800, 850, and 1000 on Thursday, Friday, and Monday. Intel has announced that it will announce its next speed grade next week (Monday?). OEMS have commented that 1.1 TBird will be available in early August. When do you think 1.1 might be announced? Vince

To: Mani1 who wrote (2236)	7/25/2000 6:29:53 PM
From: Goutam	Read Replies (2) \| Respond to of 275872

Mani, Didn't AMD say in Q2'00 CC, that Q3'00 revenues will be higher than Q2'00 revenues even with the exclusion of the disposed communications business? IMO, they wouldn't say that without having a good grasp of the situation. But, any thing could happen. I feel comfortable when I see Duron SKU's from at least a couple of major oems. Goutama

To: Mani1 who wrote (2236)	7/25/2000 8:34:04 PM
From: dougSF30	Respond to of 275872

Mani, I respectfully disagree with the your worry that AMD is only releasing as many Tbirds as there are MB available-- Why? The ones that are available are the LOW speed grades. AMD could not POSSIBLY be that stupid-- if such a strategy were being pursued, there would be shortages of LOW speeds, and you'd be able to buy 1GHz, 950's, and 900's. Right? People (like me) are ready to shell out for 900+ cpus, and local shops are having serious trouble getting anything over 850s... that doesn't jibe with a 'chipset-pacing' release strategy; in that case, you push your high-end parts, and constrain the low-end. Doug