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

To: kash johal who wrote (33850)	3/28/2001 3:41:25 AM
From: Petz	Read Replies (1) \| Respond to of 275872

kash, "I read somewhere that Q1 for PIV was sub 1M pcs. And Q2 is only 2-3M." Q1 was doubled quite a while ago, so I assume Q2 was also. If Intel only manages to sell 1M P4's in Q1, it means their P4 acceleration plan is not working. Petz

To: kash johal who wrote (33850)	3/28/2001 7:04:57 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Kash: I read somewhere that Q1 for PIV was sub 1M pcs. And Q2 is only 2-3M. That leaves > 20M units in Q3/Q4. If they execute they screw AMD. And what do you expect them to conjure the DRDRAM from? The only way Intel can ramp P4 (no roman numerals ;)) production - and expect to sell - is to have an alternative chipset. Intel itself says it won't have an SDRAM chipset for P4 until Q3. What are odds anyone is willing to go with that? Let alone the 5-10M that your numbers would seem to indicate. Q4 looks like it will bring DDR to the P4, but isn't that too late to reach the target of 25M this year? There are some elements left out of my arguments above - VIA and ALi. Do you expect them to provide the remaining DDR P4 chipsets? (I'm not saying that's an impossible scenario, I'm just wondering what you are basing your beliefs on) -fyo