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


To: 5dave22 who wrote (15901)10/25/2000 3:59:24 PM
From: PetzRead Replies (2) | Respond to of 275872
 
dave, while I agree with you that the Duron ramp is going worse than I expected from the big OEM's, AMD acknowledged that already in the Q3 CC, and I believe they adjusted production accordingly.

The move to make TBird's in Austin up to 1.1 GHz is proof that Duron production has been lowered. I don't think this will affect Q4 EPS but it may make it tough to get to 7.2M K7's. The November analyst meeting should guidance on that.

Petz