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.

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

To: Paul Engel who wrote (88471)	1/20/2000 2:25:00 AM
From: tejek	Respond to of 1571546

Well, when all the cheerleaders are cheerleading, somebody better check to see if the other team is running down the field with the football. Did anybody here ever ASK what happened to the 200,000 AthWIPEY's left UNSOLD from Q399 ? Did any analyst at the conference call ever ASK what happened to the 200,000 AthWIPEY's left UNSOLD from Q399 ? Is there something unholy about due diligence ? 400,000 Athwipeys are, at this moment, looking for a home and AMD is Slashing AthWIPEY prices. Ever hear of Cause and Effect? Paul, I understand your concern....you are only protecting your investment but I am sure it can wait til tomorrow. And then you can trash AMD's Q4 performance all you want. ted

To: Paul Engel who wrote (88471)	1/20/2000 3:03:00 AM
From: Gary Ng	Read Replies (2) \| Respond to of 1571546

Paul, Re: Did anybody here ever ASK what happened to the 200,000 AthWIPEY's left UNSOLD from Q399 ? Yes we touched that topic on another thread :-) Gary

To: Paul Engel who wrote (88471)	1/20/2000 8:55:00 AM
From: Dan3	Read Replies (3) \| Respond to of 1571546

Re: 400,000 Athwipeys are, at this moment, looking for a home .... Paul, Did you happen to notice that, a few months after publically spouting "Never AMD again" Gateway just started featuring Athlons? Did it ever occur to you that one of the best ways to give OEMs warm fuzzy feelings about adding SKUs with your products is by demonstrating adequate inventory? Here's one for you to consider: Sanders keeps saying that Dresden is ready to go as soon as the market is ready, and you (and others) have scoffed at that notion, saying that if AMD could start pouring copper Athlons out of Dresden they would have already done it. The above mentioned sufficient supply from Austin is why I think that Dresden is doing just fine (as claimed by AMD). http://www.siliconinvestor.com/readmsg.aspx?msgid=12589918 IMHO :-) There were plenty of Motherboards by mid Q4, the problem for AMD was that they had to sit on and downbin some inventory in order to maintain product differentiation - the market wasn't ready for as large a volume of high end AMD branded parts as AMD (somewhat to its surprise, I suspect) had available. In other words, my guess is that AMD could have increased total revenue by selling more 650MHZ label parts at greatly reduced (from what were charged) prices - but they didn't. Instead they exchanged lower total revenues in exchange for establishing Athlon as a premium brand. The Celeron and K6-X had moved up to the 500MHZ PIII by mid Q4 - those parts should have been dumped or run through a premium OEM that could have maintained appearances. Fewer price cuts should have been taken to squeeze some of the final demand out of the market - that might have left a little more on the table for AMD but putting high end parts in giveaway PCs was a bad move. Intel seem to be doing anything it can to take market share back from AMD - even if it causes more hurt to itself than to AMD. This is the kind of behavior that AMD is always being accused of. Shipping off a big batch of PIIIs to eMachines infuriated Gateway and will be confusing customer's perceptions of PIII vs. Celeron for awhile - it was a bonehead move, but caused no serious damage. Intel's brands are well established and can endure a certain amount of such activity. But it was the kind of shortsighted mistake we would have expected from AMD, not Intel. It's just another recent example of Intel looking amatureish and ignorant of the business, while AMD looks confident and professional (by maintaining the price/MHZ of the Athlon to establish it as a premium chip, despite being forced to accept lower total revenue in exchange). Intel had a good quarter, and will have a great year this year, but it just doesn't seem like the old Intel lately. Dan