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

To: Buckwheat who wrote (18423)	11/9/2000 10:49:20 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

<Buckwheat: A transcript of the Q3 CC ASP question from JC's site.> Sanders:"So we actually, you know, we actually think that, yeah, the Duron issue is strictly a price issue. In some cases, the customers absolutely at the lowest end just don't want to even talk about putting a graphics chip down on the board -- they've got to have a UMA solution. So we're just not gonna be in that space." And he basically repeated this today: No UMA (production) until late Q4. So it doesn't look like the price pressure on the Durons will ease before Feb. or so (if all goes as planned). Hopefully, the availability alternative chipsets (even though non-UMA) will put some pressure on the price of KT133 boards. -fyo