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blauboad

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blauboad

Re: KeithDust2000 post# 13598

Saturday, 09/20/2003 9:53:39 PM

Saturday, September 20, 2003 9:53:39 PM

Post# of 97585

AMD expects to sell tens of thousands of the chips in the fourth quarter and hundreds of thousands in first quarter 2004. By mid-2004, it expects to be selling millions per quarter.

No source is cited for this info, and this is certainly not public info, and I doubt an AMD rep would disclose material info like that. Other rumors I've seen are c. 90,000 at launch, hundred thousands in Q4--i.e. same scenario, rolled back one quarter. The author didn't sound like he knew very much about the industry, but who knows...

Article underscores my concerns about manufacturing capacity; they need something more solid in this category, as much to reassure potential customers as to actually make chips.

blauboad

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