Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: that_crazy_doug who wrote (4081)	8/9/2000 10:39:42 AM
From: Charles R	Read Replies (3) of 275872

<Perhaps we have different opinions on what 'real' is, but the fact that I could have just gotten at least 21 boards (and I'm sure quite a few more if I asked) with no delay from the first reseller I tried tells me it's 'real'.> Clearly we have different opinions! I consider couple of major OEMS signing up a major requisite to say the ramp occurred. <As for Compaq, gateway, and HP, do you know they can't get the boards or are you assuming they can't get the boards? > So what is your theory on why Compaq/Gateway/HP are shipping systems right now? Durons are too good to use right now? AMD is capacity limited and does not want to sell Durons? DIY market used up all the Socket A motherboards and big OEMs are scrambling? Aliens took them away? Intel conspiracy? Something else? Sorry for the sarcasm but the penchant of some folks on the thread to ignore over-abundance of data that supports a screwed up launch is getting to me. The only good thing that van be said here is that the problems are behind us - at least for KT133. That's not saying anything about other platform launches though I feel pretty good about 760 launch.

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