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

To: TGPTNDR who wrote (75957)	3/31/2002 11:28:28 AM
From: Tony Viola	Read Replies (3) \| Respond to of 275872

TG, The announcement was that AMD would be shipping by the end of the quarter, not that they would be announcing. First shipments will be made this quarter to customers. Could be, but how about this part?: In terms of starts we expect to cross over next quarter or be more than 50% converted and conservatively will be completely converted by Q4 of this year. 50% converted in Q2 and not a peep out of anyone yet re 0.13? The manufacturers had the product before the announcement -- and AMD had shipped the product before the manufacturers had it. Were there no leaks, like with Intel P4's at Akihabara, Japan and other places? Nobody's reported hide nor hair of any AMD 0.13s. TV