Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (3844)	8/7/2000 12:52:33 PM
From: Petz	Read Replies (1) of 275872

kash, re:<AMD lied about chipset issues> First of all, there are plenty of KT7 boards available and plenty of Durons available so I believe the decision by the major OEM's not to sell Duron systems for the B2S market was made based on economic reasons rather than supply issues. In short, the motherboards are expensive and Intel is selling Celerons to the OEM's very aggressively. Intel is also helped in this regard by the fact that there is a glut of i810 boards being sold cheaply so they will be cleared out before the i815's become more widely available. When AMD brought out Super Socket 7, it took time to build up sales. Was Intel able to switch all the OEM's to socketed chips in one quarter? The answer is NO, it took a year. As Goutama said, if AMD is unable to sell 3.6M K7 processors of all types this quarter, I think we can resurrect the "lying" argument. But it would not be lying about chipsets, it would be underestimating the difficulties of the Slot to Socket transition. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next