Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (33914)	3/28/2001 11:22:31 AM
From: Joe NYC	Respond to of 275872

Pravin, 630 is a Celeron chipset and 730 is a Duron chipset. Actually, I think this is a great news. I don't know the breakdown of the sales between these 2 chipsets, but if only 1/3 are Duron chipsets, it would represent sales of 2 million Duron chipsets per quarter, just on Sis chipsets. If 1/2 are Duron, the number would be up to 3 million. I think the 3 elements of an excellent quarter: - continued ramp of Athlon to 3 - 3.5 million units, maintaining ASP of Athlon > $130 - flash at least flat - Duron sales of 3 millions or more Joe