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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Marc Albert who wrote (44880)6/22/2001 12:13:52 AM
From: Dan3Read Replies (1) of 275872
 
Re: I haven't seen too many Duron or Athlon computers advertised in circulars from Best Buy, Circuit City, etc. That's got me worried.... I think Intel had a fire sale on their huge inventory of unsold Celerons and PIII's this last quarter

I've had the same feeling. I think there was about a 6 week flood early in the quarter after Intel cut its real prices to about a third of what they had been (and almost certainly rebated that amount to the OEMs to help them move existing stock). But after that stock cleared, the stores seem to have re-ordered mostly AMD systems. I was also greatly encouraged late in the quarter when our VAR had a tough time getting a hold of 1.3GHZ Athlon CPUs. Any sales permanently lost probably amounted to about a million low end Durons - $50 million dollars, which hurts since the Austin FAB is paid for and those sales would have been pure profit, but it's probably not a back breaker.

A salesperson from MicronPC (now owned by Gores Technology Group) said "it doesn't appear as if we are planning to develop an AMD processor laptop at this time".

AMD can't supply very many mobile chips at this point - I wouldn't be too worried about Micron.

Regards,

Dan
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