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 12:38:44 PM
From: Cirruslvr	Read Replies (2) of 275872

Goutama - RE: "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." I don't know what to make of this article and that analyst's comment. The Duron launch was the WORST OEM launch AMD has had since the K6-III came out, and that was a HUGE FLOP. Even the August Athlon launch last year was better than the current OEM Duron situation, and that isn't saying too much. AMD screwed up so badly on this launch to OEMs, it is just so unbelievable. However, AMD says the Duron is sold out. That statement completely throws me off. Can the screwdriver shops handle all this supply? Probably not. Is a really huge OEM Duron launch coming for the holiday season? The current situation makes me think this is a probably not also. I'm not betting on this. Are overseas markets sucking this thing up? We can't tell since we're in America. I guess we'll eventually find out.

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