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: Charles R who wrote (70800)	9/2/1999 7:30:00 PM
From: Petz	Read Replies (2) \| Respond to of 1573901

Chuck, re:<Do you have access to thechipmerchant.com? If so, can you summarize what you see in the CPU area?> Not sure what you mean -- its basically a huge warehouse with a retail counter but nothing on display. They've had Athlons for about 2 weeks now, but no 650's and no motherboards. Their URL is thechipmerchant.com. c-depot.com is another local outfit that has had Athlon's during this period. Today is the first day you could get an Athlon motherboard. They had the MSI for $219. Apparently just when both of these outfits started stocking the Athlon, MSI had their recall and finally, today, was the first day you could get a hold of the fixed version. I expect you'll see the MSI board listed on chipmerchant's price list within a couple days. I'll wait until I see two brands available before buying. I went to c-depot to look at the Matrox G400 MAX video/TV/capture card ($289, out of stock, darn), and was surprised that I could get the revised MSI board. I think AMD's ASP on the K6-2 is down to $45, the K6-3 maybe $100. 4M K6-x's at $50 + 200K Athlons at $300 only gives $260M CPU revenues. That's $57M less than last quarter. Perhaps at current prices they can sell 5M K6's and match last quarters CPG group results. But I don't think anything less than a $100M loss is possible. Petz