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

To: kash johal who wrote (86557)1/11/2000 1:21:00 PM
From: Goutam  Respond to of 1572586
 
Kash,

 Jan  10, 00

Table 2 - AMD Athlon MOBO (NO CPU ATHLON) Lowest Prices, #Listings - PriceWatch

         FIC       ASUS     MSI      GIGA     BCM      BIO      EPOX   
         --------- -------- -------- -------- -------- -------- -------- --------
11-07-99 $138,#39  $175,#7  $154,#16 $161,#8  $169,#6  $169,#5
11-14-99 $133,#41  $165,#16 $153,#17 $153,#10 $139,#8  $161,#5
11-22-99 $133,#43  $159,#24 $150,#17 $152,#11 $127,#9  $156,#5
11-29-99 $130,#46  $158,#30 $148,#17 $143,#14 $127,#9  $155,#5
12-06-99 $120,#44  $155,#36 $142,#17 $141,#15 $136,#9  $156,#7
12-13-99 $112,#47  $150,#43 $137,#20 $139,#15 $136,#9  $150,#6 
12-20-99 $109,#46  $148,#46 $134,#23 $138,#15 $136,#13 $134,#10 
12-27-99 $108,#48  $148,#47 $134,#23 $138,#15 $136,#10 $134,#13 
01-03-00  $99,#49  $147,#52 $134,#23 $130,#16 $136,#11 $134,#11  
01-10-00 $108,#47  $146,#48 $132,#23 $123,#20 $125,#11 $128,#12  ETA Feb,00

             Athlon MOBO (NO CPU ATHLON )- Pricewatch
             ($xxx - lowest price,  ***** = #xx = No. of Listings)

    |************************(#48, $146, Jan 10,00)
    |**************************(#52, $147, Jan 03,00)
    |************************(#47, $148, Dec 27,99)
    |***********************(#46, $148, Dec 20,99)
    |**********************(#43, $150, Dec 13,99)
    |******************(#36, $155, Dec 06,99)
    |***************(#30, $158, Nov 29,99)
    |************(#24, $159, Nov 22,99) 
    |********(#16, $165, Nov 14,99)
ASUS|****(#7, $175, Nov 07,99)
    |
    |************************(#48, $108, Jan 10,00)
    |*************************(#49, $99, Jan 03,00)
    |************************(#48, $108, Dec 27,99)
    |***********************(#46, $109, Dec 20,99)
    |************************(#47, $112, Dec 13,99)
    |**********************(#44, $120, Dec 06,99)
    |***********************(#46, $130, Nov 29,99)
    |**********************(#43, $133, Nov 22,99)
    |*********************(#41, $133, Nov 14,99)    
FIC |********************(#39, $138, Nov 07,99)
    |
    |************(#23, $132, Jan 10,00)
    |************(#23, $134, Jan 03,00)
    |************(#23, $134, Dec 20,99)
    |**********(#20, $137, Dec 13,99)
    |*********(#17, $142, Dec 06,99)
    |*********(#17, $148, Nov 29,99)
    |*********(#17, $150, Nov 22, 99)
    |*********(#17, $153, Nov 14,99)
MSI |********(#16, $154, Nov 07,99)
    |
    |**********(#20, $123, Jan 10,00)
    |********(#16, $130, Jan 03,00)
    |********(#15, $138, Dec 27,99)
    |********(#15, $138, Dec 20,99)
    |********(#15, $139, Dec 13,99)
    |********(#15, $141, Dec 06,99)
    |*******(#14, $143, Nov 29,99)
    |******(#11, $152, Nov 22,99)
    |*****(#10, $153, Nov 14,99)
GIGA|****(#8, $161, Nov 07,99)
    |
    |******(#11, $125, Jan 10,99)
    |******(#11, $136, Jan 03,99)
    |*****(#10, $136, Dec 27,99)
    |*******(#13, $136, Dec 20,99)
    |*****(#9, $136, Dec 13,99)
    |*****(#9, $136, Dec 06,99)
    |*****(#9, $127, Nov 29,99)
    |*****(#9, $127, Nov 22,99)
    |****(#8, $139, Nov 14,99)
BCM |***(#6, $169, Nov 07,99)
    |
    |******(#12, $128, Jan 10,00)
    |******(#11, $134, Jan 03,00)
    |*******(#13, $134, Dec 27,99)
    |*****(#10, $134, Dec 20,99)
    |***(#6, $150, Dec 13,99)
    |****(#7, $156, Dec 06,99)
    |***(#5, $155, Nov 29,99)
    |***(#5, $156, Nov 22,99)
    |***(#5, $161, Nov 14, 99)
BIO |***(#5, $169, Nov 07,99)                                        2:1
    |
EPOX|*(#1, ETA mid Feb,00)
    |
    |=========================================(#163, 0%, 7 mobo mfgrs, Jan 10,00)
    |=========================================(#163, +4%, 7 mobo mfgrs, Jan 03,00)
    |=======================================(#157, +2%, 7 mobo mfgrs, Dec 27,99)
    |=======================================(#154, +11%, 7 mobo mfgrs, Dec 20,99)
    |===================================(#141, +9%, 7 mobo mfgrs, Dec 13,99)
    |================================(#129, +6%, 7 mobo mfgrs, Dec 06,99)
    |===============================(#122 +12%, 7 mobo mfgrs, Nov 29,99)
    |===========================(#109 +12%, 6 mobo mfgrs, Nov 22,99)
    |========================(#97 +20%, 6 mobo mfgrs, Nov 14,99)
Tot |====================(#81, 6 mobo mfgrs, Nov 07,99)              4:1
    |-------------------------------------------------------------

Comments:
    [ Jan 03, 00  - Jan 10, 00]

o FIC motherboard went back to $108.

o ASUS and FIC listings have gone down slightly.

Goutama



To: kash johal who wrote (86557)1/11/2000 1:27:00 PM
From: Charles R  Read Replies (2) | Respond to of 1572586
 
Kash,

<If Intel says they are ready with cumine and able to retake marketshare due to lower costs etc - AMD may dump till $30 range or so.>

Very interesting thought! Something that I guess we need to pay close attention to in the conf call. Given AMD's track record analysts may put more weight on what Intel says about AMD than what AMD says about AMD.

<Welcome other folks thoughts on how to play the volatility.>

My first instinct on volatility is to sell calls (the premiums are real nice). But in the current case I see the quarter coming above all analyst expectations.

At the same time, I am a little concerned that there is no one on this thread anymore with a bearish perspective (a sensible one).

Chuck


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