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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: paarl99 who wrote (201996)6/14/2006 8:03:12 AM
From: niceguy767Read Replies (1) of 275872
 
"One question...as the MCW chips are not here and will be only in limited numbers through January will the PC makers discard the Athlons and Athlon DCs in large numbers for the very inexpensive yet very inferior Pentiums . Will these OEMS be willing to put these inferior products out there for back to school and XMAS????"

I doubt it! In fact I'll not be surprised if AMD has to raise prices before too long, once the planned price cuts are implemented.

You see, there seems to be some Conroe production obstacle that INTC is having trouble hurdling, so assuming that the few produced Conroes do sell out, that leaves a HUGE PC demand still in place.

My guess is that AMD's quality offerings will get the nod over INTC's junky P4's and that consequently AMD may be bumping up against a supply constraint through to December when AMD's 65nm product begins to surface. Price tend to rise where there is a supply constraint.
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