Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: Goutam who wrote (3502)	8/3/2000 11:48:55 AM
From: andreas_wonisch	Read Replies (1) of 275872

Goutama, Re: 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. I don't know if this is really good news. The problem is that AMD stated three months ago (if I remember correctly) that they have stopped classic Athlon wafers. Sure, they can sell some Slot A-Thunderbirds but not that many because of the problem with the KX-133 chipset. So the majority of sold Athlons will/must be Socket A cpus this quarter. And the question remains how many KT-133 chipsets are available right now... However, I think it's still better to sell the high-margin Socket A Thunderbirds rather than the Durons in a chipset constrained situation. BTW, and at least here in Germany the Thunderbirds for Socket A (especially with the Asus A7V) are selling like hot cakes. Many online vendors are regulary sold out and can't meet the high demand. Andreas

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