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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Burt Masnick who wrote (89208)	10/1/1999 10:47:00 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: to the general public, it's invisible... AMD made it clear that by the end of this quarter, no more than a couple of hundred thousand Athlons would have been produced. Given that they are more highly regarded in Europe and Asia than in the US, they seem to have elected to launch more solidly in those areas and nail down some market share - easier to do in smaller markets when your initial volume is small. So, to date, the number of processors made available in the US market can't total more than 10s of thousands. No need to advertise at this point. AMD is probably husbanding it's limited resources for the day when Coppermine is released. Until that time, they have begun to repair their badly damaged balance sheet, and are ramping up for a Q4 push - how strong a push they'll be able to make, we just have to wait and see - but every week that goes by gives them more time to gather strength. Dan

To: Burt Masnick who wrote (89208)	10/1/1999 2:40:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

Burt, Re:"Anthrax" Well they are expected to ship between 200-400K Athlons this quarter. And these were made available world-wide. So its not unreasonable to assume 40% was for US. So maybe only 120K pcs for US. Thats pretty pitifull volumes. Next quarter we should see 1M pcs. It will be Q1 2000 before we see 2-4M Athlons. As far as the stock price yes it has been pretty poor. And so bad news is expected. I suspect Q3 maybe terrible and if Athlon volumes get lowered due to MB/Taiwan related quakes. There are many areas for AMD to screw up as well as its 0.18 ramp and dresden of course. I have a feeling we may see 14-16's again on AMD. So i would reccomend shorting the stock just like yousef has done. regards, kash

To: Burt Masnick who wrote (89208)	10/2/1999 7:59:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Burt - Re: "Just a hunch, but it doesn't smell right. Why aren't all the staffs (and their buddies) of purported recipients of 700 MHz Anthrax's running out and buying oodles of AMD stock, driving the price way up? Guess we'll get a reading in a week." This is a very good observation. Clearly, the OEM's and analysts are tuned in to a different Anthrax frequency than our AMDroid friends. The AMD stock price is at 1983 levels - and sure as heck doesn't "portend" to AMD putting Intel out of business any time soon. By the way - AMD has VERY SPECIFIC POWER SUPPLY requirements, etc. that, along with MotherBoard difficulties, make the use of an Anthrax CPU a real bet - if one expects to achive a functioning computer system. Also, Windsock pointed out - Anthrax DOES NOY have a WINDOWS COMPATBABLE logo ! Paul