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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%Jan 12 3:59 PM EST

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To: dougSF30 who wrote (15198)10/20/2000 3:13:38 AM
From: Paul EngelRead Replies (2) of 275872
 
Re: 'and at 1.33 GHz in Q4"

That's some pipeline !!

It's already Q4 - and the 1.1 GHz Thumpy isn't avaailable in a PC at retail - two months after it was "paper launched" - the 1.2 GHz Thumpy just got launched and it won't appear until after the 1.1 GHz Thumpys - which as I said are still not available - and you claim AMD is going to shove out a 1.33 Ghz Thumpy !!

My my !!

AMD's customers must love this !!!

Their inventory of Thumpy's is continuously dropping in VALUE as it sits on a shelf gathering dust as the new higher speed Thumpys arrive and take a place on the shelf next to the "slower ones" while they all wait for chip sets or mother boards or whatever - and even faster and cheaper Thumpy's are shipping from AMD to make it REALLY CROWDED on those storage shelves !

DO you see a BUBBLE building up here?

How long do you think it will be before AMD's customers let the word out that they are becoming constipated - and AMD has to STOP shipping products - so their customers can work down their rapidly depreciating inventory of now old and obsolete and UNUSED Thumpys?

Maybe AMD will be the one to pre-announce this quarter.
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