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

To: xun who wrote (106208)	4/17/2000 1:15:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1573329

panic, I am a little confused here: Why would AMD be ordering the chipsets? Shouldn't the motherboard manufacturers be ordering these chipsets? I guess this could be a guidance of how many CPUs AMD is planning on selling. Joe

To: xun who wrote (106208)	4/17/2000 1:19:00 AM
From: Y. Samuel Arai	Respond to of 1573329

Panic: re:...AMD ordered 500K VIA chipset in March. But AMD dramatically increased order for the Q2. 3 million is conservative. It could be as high as 3.5 million. If AMD falls tomorrow, I'm doubling up.

To: xun who wrote (106208)	4/17/2000 1:23:00 AM
From: Scumbria	Respond to of 1573329

Panic, If Intel can not provide Coppermines, there is only one place for OEM's to go. I will be shocked if AMD sales don't go through the roof the next couple of months. Scumbria

To: xun who wrote (106208)	4/17/2000 1:27:00 AM
From: Mani1	Respond to of 1573329

panic, that does not makes sence to me. AMD is not the one who orders chipset form VIA, it is the MB OEM's. Mani

To: xun who wrote (106208)	4/17/2000 1:49:00 AM
From: ptanner	Respond to of 1573329

<It says Internal VIA sources told them that AMD ordered 500K VIA chipset in March. This is the same value reported as shipments from realworldtech.com "Because of the focus upon the Pentium II/III market, rollout of the KX133 chipset has been somewhat hampered. VIA apparently only shipped a few hundred thousand in January, and not many more in February. March shipments were close to 500,000, and April should see even larger numbers." PT

To: xun who wrote (106208)	4/17/2000 2:42:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1573329

panic, <Thread, this could be huge. messages.yahoo.com. I went to the Taiwanese site and read the original news. It says Internal VIA sources told them that AMD ordered 500K VIA chipset in March. But AMD dramatically increased order for the Q2. 3 million is conservative. It could be as high as 3.5 million. The news site in Taiwan is like the New York Times or the Washington Post in US. Even with 3 million chipsets, AMD must expect to sell at least 2 million Athlons. WOW!!!> Thanks for posting. Yes, this is good. Assuming a 6-8 week lead time between chipsets and CPUs we are talking about 1.7-2.5M Athlons shipping on VIA chipsets (Athlons, Spitfires, Thunderbirds). There may be another 0.5Mu based on AMD chipsets - giving a total of 2.2-3.0Mu. Before this news, I was expecting the Athlon family total for Q2 to be about 2.3 Mu (1.8Mu Athlon/Thunderbirds and 0.5M Spitfires). So, if the story is right, the upside can be upto 0.50 cents in EPS. Chuck