Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 207.67

+2.2%

Jan 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Monica Detwiler who wrote (68440)	1/21/2002 11:33:59 PM
From: pgerassi	Read Replies (1) of 275872

Dear Monica: Since many state that CPU listings alone do not show availability, I looked at CPU+MB+HSF combos. Since having such a combo is greater commitment than simply selling a CPU, combos show more of intent to sell. The fact that less than half as many listings use NWs as AXPs at the highest grade for each is telling that NWs must at least be half as desirable or half as available. Looking at the number of NW capable motherboards versus AXP capable shows that the ratio is greater than the 2:1 shown. What the exact ratio is, is unknown but a ratio of 4:1 to 5:1 is most likely and thus 2.2 NWs have only 20% to 25% of the volume of 2000+ AXPs. Since we know that 10K+ of 2000+ AXPs shipped in Q4, 2.2 NWs are less than 3K. Now I do not call 10K per quarter a flood. It's more like a small flow. 20% of that is about a trickle. Pete

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next