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

To: soozieque who wrote (15655)	10/23/2000 8:45:24 PM
From: Charles R	Respond to of 275872

SoozieQue, <Those numbers can't be accurate - can they? Like, Intel isn't shipping any of those PIVs today. How can get they get to 20 million in only a year's time especially when they keep recalling their products after launching them?> Yeah, the numbers can't be accurate if Intel recalls P4. That is a risk that Intel has to run. There is no doubt in my mind that P4 ramp is risky - especially at the front-end. The back-end is also risky in the sense that it is dependent on good 0.13 ramp but I think Intel can run that risk better with pilot P3 production beforehand. Chuck