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

To: Joe NYC who wrote (16388)	10/28/2000 6:33:30 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<If we are to believe Jerry, Athlon is not demand constrained, ...> Not true. Jerry has said quite plainly that AMD has more capacity than demand. <so from the revenue point of view, there will not be much change. > Quite the opposite is true. <I think the 760 is mostly about signing on new OEMs and commercial wins, meaning future revenue, not necessarily Q4 revenue.> Getting revenues now is always better than getting revenues tomorrow (unless one is in the business of negative margins).