Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: Tony Viola who wrote (22940)	12/19/2000 11:41:05 AM
From: jjayxxxx	Read Replies (1) of 275872

Are you implying that AMD's market share is higher than it is? Seems to me that with less than 20% market share, supplying to a couple of big OEMs along with all the SD shops would be sufficient in times like these -- when those OEMs have the only machines over 1 GHz (that don't come with RDRAM). In other words, Gateway and Micron may have made arrangements to get an adequate supply from AMD before the market slowdown, and maybe AMD is now honoring that agreement? AMD has shown this kind of arrangement with their flash (i.e. keeping the flash clients that they DO have happy, rather than supplying less flash than requested to everyone and ticking them all off), so why not processors? Anyone know details of how processor supply arrangements are made? I just hope the second to last sentence of yours doesn't also explain Mr. Joe Consumer's sentiment with regard to PC purchases in general: ("I don't buy it."). JJ

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