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To: robert b furman who wrote (178271)6/3/2004 4:35:56 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
GV and Robert, Thanks.

NOR flash is doing well, that should also help AMD.

John



To: robert b furman who wrote (178271)6/3/2004 4:38:53 PM
From: The Duke of URL©  Read Replies (1) | Respond to of 186894
 
I would assume that the increase in margin is due to the transition to prescott. Mobile is in a transition and the new chips have not started to sell yet there, and if anything xeon should be reduced by the cost of the move to 64 bits.


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