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: Felix Appolonia who wrote (72115)	9/17/1999 7:52:00 PM
From: Bill Jackson	Respond to of 1572790

Felix, I am on vacation in Vancouver for a while and have no local contact to ask in person. I will be back in Toronto next week and I will get some first hand comments from some local wholesalers. I understand they are available, but in short supply. I think AMD is providing parts to their OEM base instead of the screwdriver shops. If OEM Athlon CPUs suddenly show up this will be the first indication that the parts are backing up at the OEMs and the OEMs are selling to the spot market. If this happens it will be the first sign of the Athlon crash and burn??? if ever. Once it is mature and distributing at retail and all the way to third tier OEMs then it will show at retail as OEM parts for sale. Recall the P-III has shown this price inversion recently?, this usually means the end is near as OEMs sell off stocks for the next iteration. It could mean a new Intel part is accumulating at certain oems and they are selling their P-III excess. Bill