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

To: Dan3 who wrote (15862)	10/25/2000 8:23:59 AM
From: niceguy767	Respond to of 275872

Dan3: "And it looks like Austin won't be shipping anything under 1GHZ from January 1 on. AMD will have nearly 100% of its capacity at 1GHZ through 1.5GHZ for Q1 of next year....... If P4 runs into any problems or AMD gets out a mobile Athlon or AMD gets out an SMP Athlon or AMD ships a Mustang that scales higher and uses less power, then AMD will do considerably better than just record units,record ASPs and blowout earnings." Comment: Sounds like a fairly "realistic" snapshot of what Q1 will look like...AMD has been raising the entry level bar for the past year and continues to do so, without much in the way of response by competitors...Y2001 is shaping up to be more of the same...

To: Dan3 who wrote (15862)	10/25/2000 4:31:27 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: 'Yes, but that's for Austin 1.2GHZ parts. ' Didn't Sanders say in the most recent Conference Call that ALL THUMPERTURDS are being built in Dresden ?

To: Dan3 who wrote (15862)	10/25/2000 4:33:14 PM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: 'If AMD sells its 1GHZ to 1.5GHZ chips at $65 to $500 (generally the range they are in now, but no more $40 K6s) they will have record volume at record ASPs and blowout profits.' As AMD's Speed distribution ROSE last quarter, their ASPs declined. 1 GHz DooWrongs - selling for $65 - well accelerate this decline.