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

To: Win Smith who wrote (45953)	7/2/2001 1:27:28 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Win: "Eric Ross, a partner at the firm, said he continued to believe Dell will produce notebooks using the Athlon 4 because of a recent order with Quanta for 4.5 million high end notebooks, industry sources, and practical considerations including better reliability and better price performance." A recent order of 4.5 million high end nortebooks? Wonder what quarter revenues will show up in? Maybe a footnote in AMD's q2 earnings? An order of 1 million Athlon 4's would boost AMD ASP's into triple digits...You'll not get AMD under $48.50 should Dell climb aboard and Dell's climbing aboard sounds imminent according to Eric Ross...Really like this touch: " and practical considerations including better reliability and better price performance."