Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: andreas_wonisch who wrote (3479)	8/3/2000 11:02:02 AM
From: Goutam	Read Replies (4) of 275872

andreas_wonisch, < More "great" news: AMD's Duron will miss back-to-school rush> When I read just the article title, and your remark, I got confused. After reading the full article I'd have to say it's great news for AMD from the revenue share, and earnings point of view. <"Their market share at retail is going to look pretty ugly for a while," said Stephen Baker, an analyst at PC Data. "The only thing they will have in back-to-school is the Athlon. They will cede all of the sub-$800 market to Celeron." [...] As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources. > The company is probably willing to cede market share at the low end in order to gain revenues share, and to bolster it's ASP. But the question is when did AMD realize this window of opportunity, and shifted its production more towards athlons? I suspect it had happened in June when it noticed delays with KT133 chipsets. Goutama

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