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: steve harris who wrote (112533)	5/24/2000 7:59:00 PM
From: Mani1	Respond to of 1571218

Steve, thanks. The following is worth reading GTW expects to double its AMD mix this quarter due to Celeron chip shortages. Todd said GTW will get 80K Celeron chips this quarter but could sell double that. Gateway can shift about half of unmet demand over to AMD but not more because of board constraints likely related to its unexpectedly quick AMD ramp-up. Mani

To: steve harris who wrote (112533)	5/24/2000 8:07:00 PM
From: Joe NYC	Respond to of 1571218

Steve, I guess this confirms that Gateway will be a Duron customer, which I predicted (I am not bragging, it was a non-brainer). I guess there is a lot more demand for Duron that AMD will be able to meet, due to it's clear superiority over Celeron. Joe

To: steve harris who wrote (112533)	5/24/2000 8:11:00 PM
From: milo_morai	Read Replies (1) \| Respond to of 1571218

This just in: This morning, Gateway (GTW:NYSE - news - boards) held a conference call hosted by Banc of America Securities. On the call, Gateway CFO John Todd said corporate demand is not great. (Not great, then why does Intel (INTC:Nasdaq - news - boards) keep saying that it can't keep up with demand? But I digress... ) Todd said corporate business hasn't picked up year over year. (That's despite the widespread belief that corporate biz would rebound after a so-called Y2K lockdown. Yet here it is May; are we still talking Y2K? Maybe the short-sellers who had been warning that PCs have simply become too powerful for their own good, and that the market is simply glutted, were on to something. But I digress...) Todd also said Gateway doesn't expect there to be a DRAM shortage in the second half of the year, as some pundits and companies have been saying, and that there isn't one now. ... So, let's get this straight: Gateway says demand is weak. Intel has been saying it can't keep up with demand. And Advanced Micro Devices' (AMD:NYSE - news - boards) business is booming. Gateway doesn't expect there to be a DRAM shortage, but Micron (MU:NYSE - news - boards) does. PC makers were crying about a Y2K slowdown and business hasn't yet picked up. Once more, one plus one equaling everything but two. Anybody? (The good news is that Gateway didn't pre-announce a lousy quarter, as some on Wall Street had expected.) thestreet.com