Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (5614)	8/18/2000 4:09:27 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Mani, I agree that AMD will beat the earnings estimate, but maybe not the unit target. Q4 looks great, but I believe that Duron acceptance in Q4 depends a little on SiS and availability of DDR solutions. OEMs need a way of distinguishing Duron and Athlon system performance. Having said that, AMD will benefit in their segmentation strategy by having having a frequency gap between segments. Intel is selling 667 Mhz Celerons, which are not much lower than the PIII Mhz sweet spot. Keeping my fingers crossed for a robust AMD 760 in the near future. Pravin.