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Politics : Formerly About Advanced Micro Devices
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To: Logain Ablar who wrote (81265)11/28/1999 4:13:00 PM
From: niceguy767  Read Replies (1) of 1572619
 
Hi Timothy:

Thanks for your sobering thoughts. No doubt, given the complexities in production, there are bound to be glitches along the way.

The fact that the Athlon has in the mere span of 4(?) months gone from an initial 500MHz to 750MHz (tomorrow?) coupled with the statement by management on Nov. 11 (not even halway through the quarter) that a minimum 800,000 units would be shipped in 99Q4 and that breakeven is a possibility... strongly suggests to me that production of the Athlon is not the problem.

This AMD optimism was further reinforced by PC Data's report that "the Athlon processor accounted for 5.5% of retail PC sales in October"...despite not insignificant mobo supply problems. Also there was the rumoured offer by AMD management to purchase any unsold mobo's...all of which suggests to me that there may be a shortage owing to demand not supply.

It is just inconceivable to me that AMD can go from 500 MHz to 750MHz in 4(?) months, draw straight A-pluses in all benchmarks, ship a minimum of 1 million processors in the first 4 months of its Athlon incarnation, attract IBM. Compaq, Best Buy, Circuit City, Fulitsu and Gateway tomorrow(?) while experiencing production difficulties. Any and all skepticism should be put to rest should GTW climb aboard "the Athlon train" tomorrow, given the bad taste left by AMD in GTW's mouth last winter. Indeed a GTW endorsement tomorrow will speak volumes about the AMD turnaround that is currently building momentum!

Hey Timothy, I'm glad you are already long, as there may not be much of a window left for getting AMD below $30!
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