Advanced Micro Devices Inc (AMD)

[Elmer Phud]

HailMary -

I'm not too concerned, yet. Let's see how the next few quarters shape up. The first couple of quarters of a product ramp are always slow, and I'm not sure it is important whether it was 100K, 200K, or 300K.

I think it is cause for concern. A64 isn't selling well because it either isn't in demand or isn't very manufacturable. The competition is on 90nm and 300mm so they can cut the legs out from under XP at any time. What's left? While Prescott isn't scaling well upon intro, I pity those who think it won't. As usual, AMD will slip 90nm intro, you can take that one to the bank.

All this fits well with my expectations. I expect AMD will continue to trade within it's traditional range.