Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: KeithDust2000 who wrote (138366)	11/1/2004 3:26:44 AM
From: BUGGI-WO	Read Replies (1) of 275872

@Keith - IBM I have to agree with Elmer (mmhhh ;-) ). We couldn't hear not the smallest hint from a credible source, that fishkill will produce some volume for AMD. The only way would be K8's and with that in mind, I have to ask, why on earth is IBM soooooooooooooooooooooooooooooooooooo slooooooooooooooooooow with new AMD-IBM products. Doesn't fit. I have no hard facts in my hand, but the chance for a near term FAB contract with near term (1 HJ. 2005) volume is very small. PS: distri view I could say from here (germany) the same as Mike (IH). XP volume got dry, especially Barton parts. 2500+ to 3000+ are really hard to get (nearly impossible). 3200+ is in relativly good supply, because the price is way to high. 2000+ to 2400+ (+ 2700+) still have some decent volume, but "the good days" are counted ... Sempron's are in really good supply - absolutly no shortages. The same goes to the K8's. From 2800+ to 3400+ not the smallest supply problem. 3500+ are now flooting the market with fair volume in 3700+ and 3800+ region. Still have problems with FX and 4000+, which now come in. BUGGI

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