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

To: PINBOTMAN who wrote (5777)	8/20/2000 3:02:29 PM
From: Scumbria	Read Replies (2) \| Respond to of 275872

Jim, I think that Dell is already buying large volumes of 1.5GHz Athlons. And the stock price is headed for $200. (DELL and AMD) Scumbria

To: PINBOTMAN who wrote (5777)	8/20/2000 4:05:01 PM
From: Dan3	Respond to of 275872

Re: Jerry noted that OEM's with 1.1 Ghz systems on 8/28 were "top ten" manufacturers and that there would be "more as the year unfolds". Dell??? Thoughts? As demand builds for the higher speed AMD processors, I don't think AMD will have capacity to supply everyone. My guess is that Dell will have to stand in line behind the VARs. Dell took a big risk - and may end up losing some credibility as a supplier of high end desktops. Regards, Dan

To: PINBOTMAN who wrote (5777)	8/20/2000 8:23:23 PM
From: niceguy767	Respond to of 275872

PINBOTMAN: No idea about content of CNBC AMD content tomorrow other than it is becoming increasingly difficult not to be excited about AMD's prospects...Maria seemed to twig to the real AMD story about 2 months ago and now other analysts seem to realize that AMD is not only not going to go away, but indeed, may well be the rising star in the microprocessor and flash marketplaces... Concerning recent price cuts, it seems that AMD has all kinds of room to absorb same given production efficiencies being realized by Dresden...Assuming 7 million processors in Q3, it wouldn't seem unreasonable that the mix might look something as follows: 3.4 million K6's, 1 million Durons (700 MHz and under) and 2.6 million Athy/T-birds (800 MHz and above) given the most recent price cuts...which if realistic could result in microprocessor revenues well in excess of $800 million (i.e an ASP well above $1.00) owing to the rejigged mix weighting to the top end where little, if any, competition exists...all of which makes the prospects for Q4 way beyond current $2.00 estimates... This "volume is the vaccine" thing I would interpret as a signal that the "escape velocity" that we have heard mentioned previously is imminent!!! Concerning Dell, they now need AMD more than AMD currently needs them, as the past year's events amply demonstrate...With price cuts announced by AMD this past week,there exists little doubt that AMD will sell all the microprocessors it can produce with or without Dell...Major inroads by AMD into the commercial sector are about to unfold...