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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 3:16:41 PM
From: Petz	Read Replies (1) of 275872

Goutama, re:lack of back-to-school Duron's. While I can see that a one-month delay for KT-133 was too much for Compaq and HP's traditional distribution model, it seems to me that Gateway could have and should have capitalized on their slowness and brought out Duron systems. And I don't really buy the "its better for AMD to sell Athlons anyway" argument. 1. I don't think there's demand for more than 2.6 million Athlons in Q3. That means 1 million Durons have to be sold to meet expectations. 2. It wouldn't make much sense for production to be switched from Duron to Athlon in June because of KT133 chipset delay. It doesn't alleviate the KT133 shortage problem because none of the Athlons with L2 cache work well with KX133 chipsets and there's hardly any Irongate boards left. I think for a short time, lack of KT133 was the problem, so TBirds were going straight into motherboards and Durons were going into inventory. But now the problem is HWP and CPQ. 3. IMO, CPQ and HWP are being extremely shortsighted not adopting the Duron because it doesn't fit into their pre-defined schedule. The average consumer has no clue when a computer was introduced and the idea of coming out with the "2000 back to school line" on August 1 is anchronistic. All the consumer cares about is the MHz, the price and the features. They'll wind up selling nothing because Celeron supplies will dry up and all this because some marketing guy at CPQ said, "Sorry, we can't come out with any new computers between Sept 1 and Nov 1." What a bunch of malarkey. 4. THere better be an announcement by CPQ, HWP or GTW by Sept 1 because I don't think the small-builders can sell 1 million Durons. frustrated, well at least the stock is up now Petz

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