Info from the AMD investor conference call.... **new, link to transcript of call**

[glenn1]

Highlights of the meeting so far...


* Mobile Palomino launch next month
* 1.5Mhz Palomino desktop release for next Q
* 2.0Mhz initial release .13 process both on track for Q4
* all CPUs produced sold, ASP (Average selling price) <$90
* 21.5% CPU market share
* Windows XP will have AMD optimizations built in
* Guiding analysts to $1.50 EPS for FY

More as it comes available

 

[glenn1]

AMD opens for trading in after-hours markets at $30, up over $2

 

[Shmorq]

It's nice to know that I have 1 stock that's performing very well!

What a crazy market. AMD went from 20 to 30 back to 20 and up again to 30 in less than a month...

 

[vash]

1.4Ghz in Q4? Cmon, that can't be true. They have to continue to release their CPUs in 3-4 month cycles to clear inventory. Besides, all the latest 1.0Ghz are hitting 1.2-1.5Ghz with standard cooling.

Either way, GO AMD!

vash

 

[glenn1]

Yep... AMD is up $7.00/share from yesterday's close... what a day for Chimpzilla

 

[DAM]

well, im sure they can release the 1.4 by next Q, however IMHO i think that the watch will be on the palomino, remember the crusoe?





dam()

 

[pidge]

I ordered a 1.2GHz Athlon and I got it today. It is an AXIA. What sucks is that I am going out with my gf tonight and I have a dentist appointment tomorrow night so I won't be able to play with it until Friday. I am not getting a P4 until they move to DDR memory. This news makes AMD even more exciting.

 

[glenn1]

Correction made above, also, these tidbits, &quot;we will price clock for clock with Intel,&quot; but will not start a price war with Intel.... almost equal # of durons and T-birds sold (over 7MM total units), P4 called &quot;a dud&quot; by CEO Jerry Sanders...

 

[Adul]

Why are your numbers different from this?

General Hardware post

 

[glenn1]

correction made

 

[glenn1]

Link to conference call transcript