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

To: Elmer who wrote (105843)	4/15/2000 5:29:00 AM
From: Joe NYC	Respond to of 1570334

Elmer, Your original point was that AMD is demand constrained, and I was trying to, just for the sake of argument, come up with arguments against this. Of course there is the other option, that AMD was production constrained due to yields, fab capacity. That itself would not be any better from the point of view of AMD investor (hoping to see $10 per year eps). So the least bad situation was the one about problems with packaging that was floated around the BBS, under which we have 100s of thousands of good Athlon chips waiting to be packaged and sold. Joe

To: Elmer who wrote (105843)	4/15/2000 5:49:00 AM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 1570334

Elmer: Re:Is anyone buying at these levels. They should be (if anyone has any money left). What would you be buying at these levels? Sam

To: Elmer who wrote (105843)	4/15/2000 5:53:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1570334

Elmer, There seems to an imbalance in the way you measure demand limited. As we speak there is a scarcity of Intel parts but many mobos for those parts. There is a scarcity of AMD mobos but many AMD parts for those mobos and as each mobo come off the line it gets an Athlon right away. Many lonely Intel motherboards yearn for the pitter patter of many small pins in their sockets. So both are suffering from supply chain imbalances. the demand for Intel parts is huge and will consume all the AThlons that mobos are made for as the screwdrivers shops look for a sellable solution. As we speak AMD is getting the new socket based motherbaorsd lined up for volume production and soon the new mobos will be there in volume. the mobo makers are all on side now so the delay will ba far smaller than the 6 months delay before mobos were available in volume for the Athlons. There may well be a balanced launch with all parts ready at the same time? I can dream, can't I. Bill

To: Elmer who wrote (105843)	4/15/2000 1:17:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1570334

Elmer - RE: "I'm sure you already know my answer to this one. The market has spoken. We'll have to wait until next week to hear just how loudly. Nevertheless, AMD is profitable and nicely so. Too bad all this must coincide with a market crash or NiceGuy might be remotely close with his predictions. Flash must be contributing significantly to the bottom line. Did you notice that AMD sold out all their Flash production? With unsatisfied Flash demand, Athlons stacking up in the warehouse and an unused fab soon to be pumping out more Athlons to be joining their comrades in the warehouse, it sure seems like someone isn't planning very well, or someone has an agenda that doesn't place profitability at the top of the list." Yep, profitability may not be at the top of the list for AMD. After all, they had their most profitible quarter ever, right? Have you found a solution to the flip-chip problems yet? OEMs are waiting on your report so Intel can get to their normal supply pattern.

To: Elmer who wrote (105843)	4/15/2000 3:09:00 PM
From: tejek	Read Replies (1) \| Respond to of 1570334

I'm sure you already know my answer to this one. The market has spoken. We'll have to wait until next week to hear just how loudly. Nevertheless, AMD is profitable and nicely so. Too bad all this must coincide with a market crash or NiceGuy might be remotely close with his predictions. Flash must be contributing significantly to the bottom line. Did you notice that AMD sold out all their Flash production? With unsatisfied Flash demand, Athlons stacking up in the warehouse and an unused fab soon to be pumping out more Athlons to be joining their comrades in the warehouse, it sure seems like someone isn't planning very well, or someone has an agenda that doesn't place profitability at the top of the list. EP Shorting the stock again? Or did you go into the desert again and get some of those special plants you like so well? ted