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

To: tejek who wrote (112177)	5/23/2000 5:00:00 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1571061

Baucher Said: <<As the company attempts to launch two new derivatives of its Athlon microprocessor, Thunderbird for high end applications, and Duron (formerly code named Spitfire) for low end applications, the company has become constrained by the availability of core logic chipsets from its Taiwan suppliers Via, Acer Labs, and SiS. Consequently,we believe AMD is highly unlikely to ship more than its official guidance of 1.8 million Athlon microprocessors in the June quarter, which should provide some incremental opportunity for Intel. Ted, you said: <<The problem with chipset availability and the conversion to Socket A is turning out to be a much bigger problem than some thought on the thread. I hope it doesn't cause AMD to loose its current momentum overall.>> Here is the point: AMD would be fool when they gave their upside guidance based on Athlon shipped in Q2 BEYOND 1.8 million. Think about it: AMD already knew chiset issue as acknowledged in Q1 CC, the "meet or exceed" Q1 number party line is soundly based on upside in flash and K6x. Baucher is another guy burned by AMD in K6-2 400 Mhz ramp days and barely have anything good to say about AMD since then. Perhaps, AMD bad call made him jump from DLJ to Bear. Ted, I love bear:-) More bears on this thread, better chance AMD going UP!

To: tejek who wrote (112177)	5/23/2000 5:14:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1571061

Hello Ted, Re: The problem with chipset availability and the conversion to Socket A is turning out to be a much bigger problem than some thought on the thread. I hope it doesn't cause AMD to loose its current momentum overall. The Athlon (classic) will be coming off unfinished dies for the next few months and motherboards/chipsets are there to support these Athlons. The June announcement/release of Duron/Tbird will only increase sales (already announced to be sold out). The move to Socketed versions may or may not come with a bump or two but it will not be a derailment and the move to socket MUST be done. I don't see it being a "bigger problem" at all. Do you know something? Kindest regards, CrazyMan

To: tejek who wrote (112177)	5/23/2000 5:22:00 PM
From: niceguy767	Respond to of 1571061

ted: Re: "The problem with chipset availability and the conversion to Socket A is turning out to be a much bigger problem than some thought on the thread. I hope it doesn't cause AMD to loose its current momentum overall." Comment: AMD's current guidance is 1.8 million Athlons in Q2...I don't see anything here to suggest any change in this forward guidance. Factored into the forward guidance of 1.8 million at the time it is arrived at, is provision for any foreseeable problems, including Socket A conversion and chipset availability...Unless one is suggesting that AMD will not ship 1.8 million Athy's in Q2,then I cannot see how one can reasonably construe AMD's progress as negative, or losing current momentum...1.8 million Athys in Q2 is the target...Anything less may be cause for negativity, but realization of 1.8 million Athys or more (my guess is more) is positive and for these analysts like Bear Stearns to put anything but a positive spin on meeting the 1.8 million tartget is nothing short of FUD!