Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: AK2004 who wrote (48222)	7/18/2001 12:48:01 PM
From: peter_luc	Read Replies (1) of 275872

Albert, the problem is that when OEMs have 35 days of inventory of Intel CPUs they will not be willing at all to sell Athlons, but to get rid of all their Intel stuff instead. So we can forget about any AMD business OEM win in the foreseeable future. OTOH: I didn't follow the famous bestseller lists of K&M Elektronik closely in the last weeks. However, my general impression was that CPUs have been less and less prevalent in the GENERAL bestseller list during the last months. But since I have returned from my last journey I checked the last three daily lists and found AMD CPUs not only occupying all 10 places in the daily processor bestseller list, but also having a strong entrance again in the general top 10 list (two times number 2, one time number 1, except today 3 entries in the general bestseller list). So, maybe we see a pickup of AMD CPUs in the consumer space, at least here in Germany. And this could accelerate greatly with the arrival of the Crush chipset which could once again offer a good reason to upgrade. Peter

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