Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 219.83

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3:59 PM EST

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To: AK2004 who wrote (8399)	9/13/2000 1:29:53 PM
From: Petz	Read Replies (2) of 275872

albert, re: Pru downgrade <due to what we believe is greater than expected inventory accumulation of Athlons in a very backend loaded quarter. This could be due to mix and motherboard infrastructure issues as AMD ramps the socket A versions (pin grid array package) of Athlon and de-emphasizes the Slot A versions> I don't get it. Has anyone noticed a lack of motherboard availability recently? I haven't. And if you look on Pricewatch at the 1 GHz Athlons, there's more Slot A parts being sold than Socket A so this again implies that there are enough KT-133 motherboards around. Petz

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