SI
SI
discoversearch

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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kapkan4u who wrote (90891)2/1/2000 2:11:00 PM
From: Charles R   of 1576163
 
Kap,

<A representative of the company said: "Demand is already fairly flat, and I don't think Chinese New Year is going to do anything to firm up the 8 x 8 price. Some are already voicing opinions of a $4 8 x 8 before the end of February." >

This is one of the interesting aspects of the Q1 story. Most large vendors are reporting a not too robust Q1 but there is shortage of product. I am sure Intel ASPs are creeping up thanks to CuMine but it is hard to tell what is going on w.r.t. unit shipments.

<"Coppermines basically do not exist in the South Korean channel, so that may be part of it. P3 600 and below
may be drying up. but AMD Athlons are dropping in price almost daily. In fact, we plan to change our lead systems to Athlon as soon as we nail all the details down." >

These South Korean reports mirror what is happening in US distribution.

AMD is at Bank Of America conference tonite I think. Let's see if there are any changes to the guidance.

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News