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: Joe NYC who wrote (41788)	5/31/2001 8:12:18 AM
From: niceguy767	Respond to of 275872

Jozef: "How many do you think have gone out? I think the number is so small that the ASP is irrelevant> The much bigger question, inasmuch as Dresden is still ramping up and Athlon 4 is only a month old, is what mobile market share will Athlon 4's gain in the next 12 months??? I'd guess that once, the Athlon 4 "trendsetter marketing stage" supported by addditional models and additional specs on palomino are in place (3 months max) that meaningful sales acceleration then begins...Within 6 months, AMD'll be hard pressed to meet demand for Athlon 4's, imo...