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

To: Jim McMannis who wrote (47316)7/12/2001 6:22:24 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Jim,

Joe, seems I remember you not expecting more than 1.6 Ghz by the end of the year based on some of the bogus roadmaps floating around. I'd say 1.733 Ghz would be very good news.

If the 1.733 Palomino is still .18u, that would be a very good news, since it would mean that the scaling of Palomino would be more or less equal to .18u Willamette (since it seems that they are beginning to downplaying the 2 GHz on .18u process). But it would have been nice if the roadmap could be shifted left 1 quarter, which would leave AMD in a comfortable position. With the roadmap the way it is, they will be battling with low ASPs for a while, unless there is some pickup in demand in Q4.

Joe

Joe



To: Jim McMannis who wrote (47316)7/12/2001 11:38:34 PM
From: Paul EngelRespond to of 275872
 
Re: "Looks to me like AMDs sales have bottomed and we will see a nice turn around"

What earnings report did you read?


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