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

To: Charles R who wrote (16350)	10/28/2000 3:48:16 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Chuck, re: A7M266 stuff... <Suppose the A7M266 was due to be shipping in volume as of Nov 15th? Or Dec 1st? Then "will be" is precisely the right language to use.> But that is precisely what will make it nearly impossible for any significant revenues to be realized from this product in Q4. Hang on... who was talking about revenues? And do you mean Asus revenues or AMD revenues? All I was saying was that it's premature to NOT take Asus at their word about when volume shipments of the A7M266 will occur, considering the deadline is 2+ months away... <As you say, Q4 is [almost] 1/3 over... not 90% over, nor actually over.> My thinking is that if systems aren't available at release on Monday there will not be any meaningful Q4 sales. I suspect that NEC and/or Micron will have systems on Monday, or if not, available almost immediately. AMD has been good about this recently. <What's the P4 chipset's (850, right?) limit in terms of maximum Rambust memory that can be used? 1 Gb? 2 Gb? More? less?> Don't know. Probably 2GB but definitely not smaller than 1G. Thanks... would be interesting to know. Given Rambust's latency issues when too many modules are needed, it would be amusing if 1Gb was the limit. Doug