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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST
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To: Charles R who wrote (4091)8/9/2000 11:24:01 AM
From: stribe30Read Replies (1) of 275872
 
Charles R.
In response to the question "Where are the sold out Durons"
You gave this reply with regards to the "DIY" or "Chop-shop" market:

"This market is so tiny it may not even be worth talking about"

I'm not sure I agree with that.. If I'm not mistaken.. when all DIY places + smaller OEMS are combined into the "other" category.. their percentage of the pc market is the leader - (over 50% I believe) better then Compaq, Dell, Gateway and all other "big OEM's" combined.. perhaps thats changed since I got out of the computer selling business 3 yrs ago.. but that was the stats back then. I think this market is going to help stimulate AMD sales of Durons a lot better then you give credit for.. also take into account that the Overclocking Community (a marginalized society sometimes by more conventional business types) accounts for about 5-10% of the market out there and a lot of these ppl arent going to be buying Durons in a full fledged "OEM" system.. but as an upgrade or as a system from a smaller place. I think you'll find a nice portion of Duron sales will have these 2 factors make it more then a "tiny" market (count me as 1 who got his Duron upgrade in the DIY market)

Scott
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