SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (43713)6/10/2001 5:22:08 PM
From: Dan3Read Replies (2) of 275872
 
Interesting email sent by an SI lurker:

I am very concerned about the relative disappearance of AMD products from the retail chains; however, I think the following scenario is plausible.

CPQ, DELL, HP, etc. had a severe inventory build up and severely reduced production to recover. Their AMD inventory quickly sold out, but the glut of Intel machines continued for awhile. As a result, the production of all machines, both AMD and Intel, was severely constrained while the nventory glut--now all Intel machines--cleared. Meanwhile, AMD began very strong marketing to SD shops to take up the slack.

I regularly read SI's moderated AMD thread but am not an SI member.

Bob

I noticed the same thing, and was relieved to see HP and Compaq 1.2 and 1.3GHZ machines back in volume at Circuit City and Best Buy recently. I continue to be reassured by the problems my VAR had getting high speed AMD CPUs last month.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News