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

To: milo_morai who wrote (4692)	8/12/2000 12:19:05 AM
From: chic_hearne	Respond to of 275872

Re: chic I'm seeing 1.2Ghz coming at $900 bucks and these cuts are just in time as Dresden is ramping volume at 900Mhz and above so why sell them as 700mhz chips sell them for double the price. Milo, This is a big lost opportunity, we are already 1/2 done in the quarter. Really, it's not a big deal, if AMD reported in September, this would be perfect timing. So it's really just a timing issue, it doesn't say there's something wrong with AMD's Q3 if they don't blow out like they should. I think it will be a good quarter, due off of flash and the old Athlons. There's a major product transition in the middle, so you can't expect a huge upside. Q4 could be unreal though. chic