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Politics : Formerly About Advanced Micro Devices
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To: Joe NYC who wrote (105820)4/15/2000 5:17:00 AM
From: Elmer  Read Replies (5) of 1579893
 
Re: "I am having hard time accepting the "demand constrained" scenario. I base it on 2 facts:
* Intel can't satisfy demand for chips across all segments (maybe excluding Xeon)"

That's the way it looks.

"* AMD sold out all the K6 chips they could make"

That's what they said yes.

"* Boxmakers can't sell enough boxes because they are lacking parts, especially CPUs."

They are lacking Intel parts. There are plenty of Athlons in AMD's warehouse.

"Under these assumptions, where everything is sold out, why would only Athlon be sitting in the warehouse?"

I'm sure you already know my answer to this one. The market has spoken. We'll have to wait until next week to hear just how loudly. Nevertheless, AMD is profitable and nicely so. Too bad all this must coincide with a market crash or NiceGuy might be remotely close with his predictions. Flash must be contributing significantly to the bottom line. Did you notice that AMD sold out all their Flash production? With unsatisfied Flash demand, Athlons stacking up in the warehouse and an unused fab soon to be pumping out more Athlons to be joining their comrades in the warehouse, it sure seems like someone isn't planning very well, or someone has an agenda that doesn't place profitability at the top of the list.

I haven't been able to follow all the posts because of time differences over here. Is anyone buying at these levels. They should be (if anyone has any money left).

EP
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