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

To: that_crazy_doug who wrote (14015)	10/15/2000 1:45:18 PM
From: Charles R	Respond to of 275872

TCD, <If AMD pushes the low end that high up they might be able to make up some for the platform differential, however, I wonder how much that would hurt the Athlon sales. Especially if the fastest Athlon is a 1.2 and not a 1.3 at the time. > I think there is going to be some loss of sales to Duron but I can't even begin to estimate what the percentage might be. I do not know if anyone can really answer that question right now. I will be looking for some additional guidance in November. Right now I think AMD made the best move it can under the circumstances. The following is what I said in the post that you are responding to: "as long as AMD fails to break into US corporate market, AMD's choices are limited. MHz ramp is a good shrt term choice. " Chuck