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

To: Jim McMannis who wrote (80705)	5/25/2002 5:14:24 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re; That's in preparation for the introduction of the XP2200+ using the Palomino core in June according to our sources, this time the XPs will drop by larger amounts than normal – we will supply that information when we've got it. I wonder if AMD made a few million more Athlon XPs this quarter than it's been able to sell, so far - even with its relatively tiny FAB costs. Interesting to compare that to Intel, with its huge FAB expenditures, unable to supply enough parts for anything but the sweet spot of its bin curve.