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


To: boris_a who wrote (13696)10/13/2000 12:22:45 PM
From: kash johalRead Replies (5) | Respond to of 275872
 
Boris,

when PIV in volumes

Clearly Q1 will be low millions of units - say 2M units.

Q2 maybe 4M/qtr.

And maybe 8M/Qtr in Q3.

And maybe 10-12M/qtr in Q4.

I think they will be chipset limited till Q2.

SO amd will do ok till Q1, but Q2 and on it gets harder and harder.

regards,

Kash