SI
SI
discoversearch

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: Charles R who wrote (13714)10/13/2000 1:48:57 PM
From: Dan3Respond to of 275872
 
Re: I would be surprised if Athlon sales do not grow at least 50% this quarter. From ~2M to ~3M.

Jerry basically said during the conference call that Durons were being produced mostly as a favor for full line OEMs.

I'd be surprised if the wafer starts weren't 3-4 million Duron and 5-6 million Athlon. 1.5-2.5 million 900 to 1GHZ Athlon from Austin, 3.5-4 million 1GHZ to 1.3GHZ from Dresden. 3-4 million Durons from Austin.

Fewer Athlons, IMHO, makes little sense at current pricing.

Regards,

Dan