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

To: Joe NYC who wrote (18441)	11/9/2000 6:53:37 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

Joe, Did AMD give any guidance for units? No. They reiterated that they were on target for high single digit revenue growth and total year end revenue of $4.8 billion. They said that they expect to sell out of Athlon for the quarter, but that Duron sales will be limited by a lack of UMA infrastructure. But, they also said that Via should be shipping the KM chipset in volume next month. Something else that bugged me was that the 0.13u version of Clawhammer would be less than 100 square mm. If the 64-git overhead were really only 5%, it would be much smaller than that. They did say that Sledge had been designed with a long pipe to support frequency scaling. I'm beginning to wonder if they didn't go back and lengthen the pipe after Intel showed their hand with the P4. 1.5 Ghz has slipped a full quarter. Pravin.