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


To: Elmer who wrote (78413)4/25/2002 8:48:07 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Elmer,

I thing the bottom will soon drop from under Duron, so AMD sales will be limited to output of Dresden. If your hypothesis is correct, we should see a drop in the units, while AMD is running at capacity.

I am willing to concede I am wrong. Will you do likewise, when there is evidence that the number of Austin CPUs have dropped, while the total unit increased or stayed the same? (meaning Dresden output increased)

Joe