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

To: heatsinker2 who wrote (48480)	7/20/2001 11:41:26 AM
From: herb will	Read Replies (1) \| Respond to of 275872

Heatsink, "Jerry did promise to deliver record unit sales in Q3"Jerry promises a lot of things and he promised a loss quarter for Q3 as well. As far as back to school is concerned apparently all related sales have been taken in already. Herb

To: heatsinker2 who wrote (48480)	7/20/2001 12:34:48 PM
From: andreas_wonisch	Read Replies (3) \| Respond to of 275872

Heatsinker, Re: Intel's newer stuff is just now coming out and will miss this cycle. I think Intel is better positioned for back to school right now. Palomino won't arrive until September and will miss the cycle completely. In the meantime Intel will launch Brookdale systems (chipset is ready and will be shipped until month's end) which will enable OEMs to build very cheap P4 systems and high performance 2 GHz P4s at the end of August. AMD's only "weapon" for back to school selling is nForce which will hopefully arrive on time. Andreas