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

To: Charles R who wrote (16360)10/28/2000 4:13:20 PM
From: dougSF30Respond to of 275872
 
Chuck, agreed, basically, although Asus isn't the only board supplier...

We know we'll hear from at least 2 on Monday, as of now, with more rumored.

I personally doubt the big OEMs will build 760-based systems for Q4, but, okay by me if they sell KT-133 based systems as planned.

At least the performance will be known, and a couple high-quality smaller OEMs will have systems available (NEC & Micron) for those who must have them.

Doug

p.s. I wonder if any review sites have their mitts on that Asus board as of now?



To: Charles R who wrote (16360)10/28/2000 5:59:06 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Chuck,

No disagreements here. What I was saying was in context of AMD getting meaningful processor revenues this quarter.

If we are to believe Jerry, Athlon is not demand constrained, so from the revenue point of view, there will not be much change. I think the 760 is mostly about signing on new OEMs and commercial wins, meaning future revenue, not necessarily Q4 revenue.

Joe


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