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

To: milo_morai who wrote (110327)5/10/2000 9:57:00 PM
From: Mani1  Read Replies (1) | Respond to of 1583290
 
Milo, the more I think about this, the better this sounds for AMD. Considering that the fix is not coming till late Q3 or so, the ESP numbers for Q3 look really good.

This problem should also help out the shortage of SDRAM since less of them will be in demand. That is also very good for AMD as it lowers PC prices a bit.

AMD should continue to sell all it can make for the remainder of the year. ESP numbers should come north of $7. I hope they are cranking out a lot of the 750 chipset as we speak.

Mani



To: milo_morai who wrote (110327)5/10/2000 10:55:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 1583290
 
Milo,

This should cause another shortage of MB for PC's hopefully AMD can take advantage of this latest INTC blunder.

I think the impact will not be significant enough to be felt in the market place. The shipments of 820 + MTH + SDRAM were pretty much halted even before this recall by non-existent market demand. 1 million motherboards, compared to about 60+ million chips sold during the time the chipset was around is peanuts.

Joe


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