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

To: Bill Jackson who wrote (3492)	8/3/2000 10:01:55 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=darkorange>SEMICONDUCTOR SECTOR INDEX (Index Exchange:$SOX.X) - Last Trade 09:57 AM - 896.6800 Change -57.5700 - (-6.03%) ADVANCED MICRO DEV (NYSE:AMD) - Last Trade 10:00 AM - 58 5/8 Change -3 7/8 - (-6.20%) Volume 2,075,100 I'd say we are not doing to bad all things considered. Milo

To: Bill Jackson who wrote (3492)	8/3/2000 12:03:46 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Bill, Milo I was looking at some of the published benchmarks and duron is fairly close to athlon at the same frequency. The difference in prices is also small as compared to the total chip price or system price. Seeems to me that duron would just cannibalize on athlon sales as celeron did pII's. I would assume that the yields on duron should be close to athlon and probably better because of the smaller die. If true then it might be a conscious decision to hold durons until either ddr which would separate the performance or untill mustang operating at higher frequency. Bill, I think that amd is operating at 100% production levels. Room to expand is just that - "an empty room". Regards -Albert