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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST
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To: Charles R who wrote (21822)12/8/2000 2:03:03 AM
From: CirruslvrRead Replies (2) of 275872
 
Chuck - RE: "Looks to me AMD is solving the infrastructure problem with a brute force approach. The key to maintaining ASPs with this kind of price structure is to ensure that the FSB133 infrastructure ramps quickly and 1.33 and higher speeds take hold fast."

I don't see how it can be a brute force approach and how they can ensure 133MHz FSB ramps quickly when AMD's LEAD PARTNER with the 760 chipset won't even endorse the use of a 133MHZ FSB.

The extremely steep price drops are disconcerting to me. The practically invisible 1.2GHz Athlon's price was cut nearly 40% and ETAs are STILL slipping, some into the next freaking year when Palomino is supposed to come out. They must have a bunch of 133MHz FSB Athlons stockpiled waiting for thier chipset division to make sure the 760 runs reliably at 133MHz FSB w/o the use of special capacitors, or whatever helps solve the current problem. Ironic, we complain about VIA's inability to come out with a fully working Athlon chipset on time and now AMD has their own problems.

AMD pushed some Q3 expenses into Q4 to make Q3 earnings numbers. I hope this doesn't come back to haunt them this Q. Fortunately, expectations for Q4 are only four cents per share more Q3's earnings so AMD has an already lowered bar to pass.
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