Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

Jan 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (66663)	12/30/2001 7:46:29 PM
From: niceguy767	of 275872

Jim: "My best guess is that the P4 shortages are mostly bunk or speed specific and the OEMs and retailers are loaded to the gills with P4-SDRAM units and want to sell them off. Read, no room for XPs yet." Agreed... "This begs the question: Where are all the XPs going? (Assuming AMD is producing lots of XPs...)" All is only about 4 million, which given the innumerable awards the Athy has garnered in its lifespan of 2 years coupled with "its unrivaled performance" isn't really all that surprising... "The mantra around here is that AMD is selling a record number of chips this Q. I find this hard to believe. OTOH, if they are then apparently they are doing it without retail shelf space...which would make it that much more amazing." Believe it, Jim...The Athy's XP time has arrrived and is probably in only the initial phase of its broad acceptance as the chip with "unrivaled performance"...Lots and lots of room in North America for the Athy XP once it gains a foothold...INTC is fighting for its company's life to keep AMD out of North America, a fight, that may cost them many more $billions than has already been the case and a fight destined to result in defeat owing to the "unrivaled performance" that the Athy XP affords the consumer...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next