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

To: Gopher Broke who wrote (16748)	10/30/2000 5:10:59 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Gopher, <Did I miss something about a delay? > I believe the DDR platform was supposed to have happened a month or two earlier and it was clear from the press today that we are not quite there yet. <I thought the Micron announcement said immediate availability (ie taking orders today with a lead time of a couple of weeks). That is about as well advanced as I would expect of any announcement. > This is somewhat limited according to Micron. The volumes will be thin until December apparently and the comments about drivers from multiple reviewers and lack of even a single tier-1 guy in the US tells the other part of the story. If you look at what is coming out it is tough to miss that this platform will really become available in Q1. Chuck