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

To: dougSF30 who wrote (16355)	10/28/2000 3:54:14 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Doug, <Hang on... who was talking about revenues? > I was - in an implied sense anyway. <And do you mean Asus revenues or AMD revenues? > I care little for Asus 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...> No disagreements here. What I was saying was in context of AMD getting meaningful processor revenues this quarter. <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.> I am looking forward to general systems availability. If it is Micron or NEC that is fine. Ideally I would like to see workstation lines from the big players positioned against PIII/RDRAM for Q4 and P4/RDRAM for Q1. Chuck