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


To: Paul Engel who wrote (75686)10/16/1999 12:43:00 AM
From: Goutam  Respond to of 1572957
 
Paul, re:<IBM's AthWIPE purchases will WIND DOWN in November December.>

Nice try, but Chuck's response was to your statement "Bye Bye Best Buy Athlons ! Good timing for the Christmas Retail Rush !!" - Your original post was not about IBM's Athlon purchases!

Goutama



To: Paul Engel who wrote (75686)10/17/1999 12:38:00 PM
From: Charles R  Read Replies (1) | Respond to of 1572957
 
<Let me CLUE you in !>

I am afraid you need to have a clue before you can clue someone else in.

<CPUs for the Christmas season have already been ordered - >

Are you kidding? You think Best Buy already ordered all they need for Christmas? IBM is building for retail through Christmas season. Retailers will order as their demand dictates.

<orders for January will be bought in Novemner/December ->

Do you have *any* idea how many PCs Best Buy or any other retailer would sell in post-christmas season compared to what gets shipped during the Christmas season? Hint - as a starting point look at the ratio of ratio Q4 and Q1 retail shipment numbers from any of the market research places.

<Fear not>

At sub-$18 AMD shareholders hardly have much to fear. Fear is for the INTC longs who can't seem to take AMD out of their head because of concern about what it might do for Intel's valuation.

<AMD will still take over the world by January !>

Is that why you are still holding on to AMD? Don't expect world domination. You will be disappointed