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

To: TechieGuy-alt who wrote (80561)5/23/2002 6:19:32 PM
From: ElmerRead Replies (3) | Respond to of 275872
 
AMD is shipping more than 8 million processors/Q almost all of them on a Cu process.

From a manufacturing base that's now out of date and still should be capable of 15 million+ per quarter.

They have put INTC's entire IA64 product line, along with the billions spend developing and hyping it into serious jepordy.

They have? Is that why HP,Compaq, IBM, Dell, NEC, etc committed to IA64 while nobody has committed to Hammer?

Remember the trouble AMD's Athlon put INT's coppermine in? It's gonna be a whole lot worse with the hammer. Not a promise of course. How would I know? Just going off public comments and (recent) past history.

So in other words you have no data whatsoever but you've bought the hype.

EP



To: TechieGuy-alt who wrote (80561)5/23/2002 6:49:06 PM
From: ptannerRespond to of 275872
 
TG, re: "AMD is shipping more than 8 million processors/Q almost all of them on a Cu process."

Actually only about 60% were on Cu. From 1Q02 CC: "I will probably regret doing this but it's more in the 4.5 to 4.7 million on the Athlon and the balance was Duron."
jc-news.com

-PT


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