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

To: Joe NYC who wrote (41796)	5/31/2001 2:39:35 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Joe, Re:It is entirely possible, but the window was wide open for AMD to sell 1+ million Palomino notebooks this quarter. AMD did not take advantage of this opportunity. We will be lucky to get 1/3 of that number. How do you know this opportunity existed? Doug

To: Joe NYC who wrote (41796)	5/31/2001 9:19:42 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Joe, Re: It is entirely possible, but the window was wide open for AMD to sell 1+ million Palomino notebooks this quarter. AMD did not take advantage of this opportunity. We will be lucky to get 1/3 of that number. In the US total Palomino notebook sales this quarter will probably be only 1/10 of that number. The only upside is Japan with the recently announced design wins. However, Japan's biggest notebook OEM (Hitachi) is still not on board. Plus: All OEMs except NEC sell only mobile Durons (lower ASPs). We can only hope that HP unveils its planned Athlon notebook soon. That would really help (US) sales. Andreas