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

To: Goutam who wrote (82780)	12/13/1999 12:20:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571808

Goutama, <Good point. It could also mean that AMD is targeting DIY market and SDS segment, or helping out mobo manufacturers to clear out existing inventory to set stage for newer motherboards with KX133. I remember reading in an article (I posted that one on this board) that AMD provided guarantees to Taiwan motherboard manufacturers that it will buy any excess supply of motherboards.> Bottom line: AMD has more supply than demand right now. Not a situation I was expecting to happen in this so-called tight-supply quarter. Chuck

To: Goutam who wrote (82780)	12/13/1999 3:14:00 PM
From: Paul Engel	Respond to of 1571808

Goutama - Re: "I remember reading in an article (I posted that one on this board) that AMD provided guarantees to Taiwan motherboard manufacturers that it will buy any excess supply of motherboards. " AMD guaranteed this ? At what PRICE did they guarantee they would BUY these motherboards ? Did you ever consider the impact of AMD BUYING 200,000 or 300,000 Motherboards at $200/each. Hint - that would cost AMD $40 Million to $60 Million - which is about 15 to 20% of their Cash Reserves ! Paul