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

To: dougSF30 who wrote (4002)	8/8/2000 4:23:10 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, 3.6 ATHLONS* Q3 + 7.2 Q4 = 10.8 ~ 11. 16M includes K6's.* You are right, of course. Anyway, I think we are going to have a great Q4. The chipset problems will be behind us, and AMD should be capable to produce 10+ million chips. We will finally gain some market share. We could break the 20% market share. But the other side of the story is that investors of Intel competitors have historically seen their company doing great 2 quarters from present, but once we get there, there are always some issues that will prevent that from happening. The chipset story has been with us for about 3 quarters. What is going to be the problem in Q4? Willy? Weaker than expected demand? Another stepping from Intel allowing volume 1 GHz parts? Joe