Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 14 9:30 AM EST

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To: matt dillabough who wrote (20832)	10/11/2006 1:00:30 PM
From: Proud_Infidel	Read Replies (2) of 25522

AMD Advanced Micro CPU shortage looms - Inquirer.net (23.78 +0.64) Inquirer.net columnist reports "AMD has to supply millions of its products to Dell (DELL), as it was written in that AMD/Dell contract signed a while ago. However, it seems that channel is getting the wrong end of the stick, since we are hearing reports about shortages of AMD CPUs. Typically, AMD claims it's quite normal that, "low-end CPUs are in shortage due to supply constraints and requests for CPUs with higher ASP." However, this time around, it's not the Semprons missing in action. It's the Athlon single-cores. And it's the Athlon dual-cores. We received e-mails from distributors spread across the globe that AMD cannot supply them with enough dual-core CPUs ordered by computer assembly stores. AMD is not supplying the channel and the channel is getting the hump. Many are asking how they can achieve Q4 sales targets if they're unable to get the CPUs in normal or higher quantities. Some are even mentioning Dell, comparing it to a black hole which eats all AMD can churn out..."

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