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

To: Pravin Kamdar who wrote (9298)9/19/2000 11:24:14 PM
From: ptannerRespond to of 275872
 
Pravin, Re: "Just wait for Apple! AMD would need a whole fab just to satisfy them."

Apple sold just over 1M units in their fiscal 3Q (2Q00, apple.com so wouldn't be too big of a jump for AMD. This prospect seems perennial on both AAPL & AMD boards... hopefully the prospect at least keeps a little push on MOT (as well as watching IBM ramp G3 MHz).

-PT



To: Pravin Kamdar who wrote (9298)9/19/2000 11:39:26 PM
From: THE WATSONYOUTHRespond to of 275872
 
Just wait for Apple! AMD would need a whole fab just to satisfy them.

I think (not sure) Apple sells less than 6 million boxes a year.

THE WATSONYOUTH



To: Pravin Kamdar who wrote (9298)9/20/2000 8:51:00 AM
From: niceguy767Respond to of 275872
 
Pravin:

"Just wait for Apple! AMD would need a whole fab just to satisfy them."

Comment: Like I said earlier, Dell needs AMD more than AMD needs Dell...The prospect of excess demand for "spry Athy" product for the foreseeable future is looming large...Every day Dell waits, they'll be finding themselves further down the queue when the inevitable day does arrive that they do pull the AMD switch...


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