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: Gopher Broke who wrote (112021)	5/23/2000 7:16:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1571888

Re: "The replacement processors are all week 45 of 1999 0.25 processors Is this indicative of a demand problem? I would not have expected AMD to still have 1999 built processors in stock." Not at all!!! It's inventory held back as a result of the huge demand....<G> EP

To: Gopher Broke who wrote (112021)	5/23/2000 11:05:00 AM
From: crazyoldman	Read Replies (1) \| Respond to of 1571888

Hello Gopher, Re: The replacement processors are all week 45 of 1999 0.25 processors. Is this indicative of a demand problem? I would not have expected AMD to still have 1999 built processors in stock. No, I don't think this is indicative of a demand problem. If one was able to buy large quantities of 0.25 Athlons it might indicate a demand problem. But this is not the situation here, these replacement processors came from the AMD Tech Service Center (TSC) whose job is NOT to distribute Athlons but to support customers and replace defective(/tampered ???) units. I would assume they have a few processors of all vintages for these purposes. If the AMD TSC ran out of of some particular vintage they would have to replace with processors from current production. I think its a good sign that the AMD TSC was able to replace 0.25 with 0.25 since they probably couldn't have done this if the "fake Athlon" problem was too serious. As further evidence that there is no demand problem, my latest order of 40 K7-700 MHz Athlons was placed (and priced) for 0.25, but each of the 40 processors shipped turned out to be 0.18 K7-700 MHz Athlons (10-week 8, 30-week 16), and they ALL appear to be genuine factory state processors (NO tampering). Looks to me like "Yields are fine, and Demand is good" (tm-???). Have a good day!!! Kindest regards, CrazyMan