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

To: zwolff who wrote (21959)	12/8/2000 6:27:40 AM
From: Dave Bissett	Respond to of 275872

Review of Via's KM chipset...very positive. viahardware.com The conclusion....<<It is no doubt, if marketed right, that this three-pronged attack will definitely hurt Intel. The VIA KM chipset is simply the best performing integrated chipset to date and should be a huge hit in the market. Our Duron/KM combo not only performed better then the Celeron/i815/PM combo, it was limited by a 67MHz. slower processor and only pc100 memory support. The final KM133 chipset should be a blessing to the low end market and we should start seeing KM133 boards soon.>>

To: zwolff who wrote (21959)	12/8/2000 7:52:31 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

zwolff: Last I heard AMD's #1 expectation of 8 to 9 million Q4 processors was based upon 43 to 45 million worldwide. Yesterday's numbers suggested 40 million in Q4...All other things equal, lop off 10% from 8 to 9 mmillion and one arrives at 7 to 7.5 million...If AMD makes target of 8 to 9 million in this environment, we longs should all be ecstatic...Anything over 7 million will support a price much higher than todays $14-1/2 based upon fundamental analysis...but the market, as we have seen, is currently holding sway!!!