Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (67744)	8/5/1999 2:40:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575187

Cirruslvr, <People could also be moving out this week after the quick run up last week when AMD's guy talked about stronger than expected flash.> Actually, Athlon system availability situation may have something to do with the lack of strength. Paul breaking news on Gateway is a symptom of this problem. Here is my take on the situation after doing a little bit of research. The motherboard makers have just now begun to ramp the volumes. Real volumes may not show up for a few more weeks. In the mean time, a very small set of vendors will be dumping the 500MHz inventory of Athlons to make space for higher speed grades. Given the imminent arrival of a new speed grade, the OEMs with limited allocation (compared to their forecasted needs) have no reason to carry the short lived 500MHz SKU. So, the real availability of Athlon systems is going to be weak until AMD introduces the 650MHz speed grade. So, we are probably looking at a few more weeks (approximately one month) before we can see wide support for Athlon on store shelves. Which means another month of guessing on yields, speed bins, and all the usual concerns people have about AMD. AMD could still be able to do a strong launch if they can get a lot of OEM partners to say they will be shipping product based on Athlon in the near future and that could give pretty good PR. Chuck

To: Cirruslvr who wrote (67744)	8/5/1999 5:26:00 PM
From: DRBES	Read Replies (3) \| Respond to of 1575187

As some of you participants may have noticed, I do enjoy ironies: For some time now pAUL has tried to goad me into making predictions; and I have resisted...generally. I now want to make one over which pAUL can have some deliberate contrary control which I believe that hE will choose, eventually, to not exercise. STARTING WITH EVENTS ON MONDAY, BUT NOT NECESSARILY ON THAT PARTICULAR DAY, pAUL WILL START TO MAKE LESS AND LESS contributions ON THIS THREAD. I am sure that I will get greater satisfaction from the eventual appreciation of AMD common stock than from pAUL "going away" but, honestly, my emotions on the two issues are closer than you might think. Regards to all and GOOD LUCK! and certainly do STAY TUNED!!!!!! DARBES P.S. I suspect that, in several months, pAUL will tell us of his massive purchases of AMD common during the past several weeks.