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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: johnd who wrote (50671)10/5/2000 11:53:22 AM
From: johnd  Read Replies (1) | Respond to of 74651
 
AMD's phenomenal growth may be the wild card.
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A company statement below from 2 months ago

AMD said the company remains on track to achieve its previously stated goal of shipping 3.6 million AMD seventh-generation processors, including the AMD
Athlon[tm] and the AMD Duron[tm] processors, in the current quarter. "The PC market outlook is strong," said Anixter. "We plan to meet our goal of doubling
shipments of seventh-generation PC processors to 3.6 million units in the third quarter, and again doubling shipments to 7.2 million units in the fourth quarter. We
plan to commence volume shipments of 1.1-gigahertz AMD Athlon processors in the current quarter, with higher-speed devices to follow in the fourth quarter."
Anixter said the company expects that total PC processor shipments, including AMD-K6® -2, AMD Athlon, and AMD Duron processors, could approach 7 million
units this quarter and 9 million units in the fourth quarter.

"We are very pleased with the excellent progress we are making as we ramp production in our newest manufacturing facility, Fab 30 in Dresden, Germany. We expect
that Fab 30 will contribute significantly to sales in the second half of this year as we substantially increase the availability of 1-GHz and faster versions of the AMD
Athlon processor," Anixter concluded.