Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: maui_dude who wrote (63836)	11/16/2001 12:06:45 PM
From: fyodor_	Read Replies (4) of 275872

Maui: Funny you didn't ask the same question about AMD shares. I know, I know, it's because AMD will eat Intels lunch (-: Both AMD and Intel seem to be experiencing a tightness of availability with their high-end processors. What are the reasons behind this? a) Unexpectedly high consumer demand? b) Bin split problems for both? c) Supply problems from both, e.g. due to .13µ conversion. d) Supply problems from Intel, causing consumers to buy AMD instead, creating a shortage of AMD parts. e) Some combination of the above. (note: The AMD<->Intel transposed version of point "d" is not a possibility, since AMD's volumes are only ~ 1/3 of Intel's) I actually thought a) was the best explanation, but with Dell reporting that unit shipments for the industry will be flat, that seems an unlikely possibility. For fear of sounding like Niceguy et. al., "d" seems to be the more realistic possibility. One data point that points against this is AMD's latest CC, where guidance was reiterated (i.e. not guided up). If I'm missing some possible explanations, please don't hesitate to let me know. Thanks. -fyo

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