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Politics : Formerly About Advanced Micro Devices

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To: Scot who wrote (89702)	1/26/2000 12:29:00 PM
From: Charles R	Read Replies (1) of 1571903

Scot, <Did you see this from the Register: theregister.co.uk Intel cancels Pentium III supplies for February > I can confirm that something is amiss on the distribution side in the US. I have been keeping an eye on this since the "black market" report from Nikkei and it looks like most distributors don't have much of PIII (especially CuMine). By the way, Athlon 600s also seem to be running pretty light so AMD may have to downbin to satisfy the low-end demand. Very good for AMD in terms of market share but not that good in terms of Athlon ASPs. And there are bunch of out-of-touch analysts out there talking about price wars and AMD execution problems. There is no good reason for this stock to be in the 30s or even 40s for that matter. Chuck

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