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

To: Road Walker who wrote (83894)	12/21/1999 8:43:00 PM
From: Cirruslvr	Respond to of 1571798

John - RE: "To a casual observer, it would appear that Micron customers wanted the 733 MHz Intel system, and would prefer to wait, rather than buying another system. I suppose you will suggest that all those folks that couldn't get a 733 Intel chip, went out and bought an Athlon based system?" I think you WANT us to think we would say that so you can continue to think however you do about AMDroids. "I have a feeling the folks on this thread are setting themselves up for a major disappointment, probably soon, maybe later." I don't know if anyone is expecting to just hold, sit back, and let the grass grow with this stock over a LONG period of time. I am sure everyone knows the stock is risky and they have their own plans if a major disaster occurs. BTW, how soon do you think "probably soon" is? Thanks.

To: Road Walker who wrote (83894)	12/21/1999 8:47:00 PM
From: Tenchusatsu	Read Replies (5) \| Respond to of 1571798

John and others, <I suppose you will suggest that all those folks that couldn't get a 733 Intel chip, went out and bought an Athlon based system?> That might point to a fallacy behind all of this cheering going on over the shortage of Intel parts. I know this shortage represents a tremendous opportunity for AMD and Athlon. But the fact that the shortage still exists tells me that AMD isn't able to pick up Intel's slack. I know I'm generalizing here, but I think people ought to be reminded that AMD is expected to produce only 800K Athlons this quarter. And frankly that isn't a lot, given that AMD used to sell up to 6M units per quarter back in the K6-2 days. On the other hand, you could look at things optimistically and say, "If AMD can break even with just 800K Athlons, imagine what they can do with 6M!" Yes, but also imagine what could happen if supply outweighed demand. Intel will lower the boom on prices, and that will be murder for both companies. Tenchusatsu

To: Road Walker who wrote (83894)	12/21/1999 9:04:00 PM
From: Mani1	Respond to of 1571798

John Re <<I have a feeling the folks on this thread are setting themselves up for a major disappointment, probably soon, maybe later.>> Yes, you and Yousef. Earning's are only weeks away, get ready for a real shocker. Mani

To: Road Walker who wrote (83894)	12/21/1999 9:32:00 PM
From: Jim McMannis	Respond to of 1571798

John, RE:"I have a feeling the folks on this thread are setting themselves up for a major disappointment, probably soon, maybe later"... Ya better tell Paul, he's lookin for .68/share. <G> Jim