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: Scumbria who wrote (113300)	5/30/2000 2:03:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572681

Scumbria, <AMD completely owns the mid-high end, and Intel is dominating the entry level-low end.> This observation seems to be eluding the market research people who count the number of Emachines and Compaqs in the channel and see this as Intel gaining at the expense of AMD. Chuck

To: Scumbria who wrote (113300)	5/30/2000 2:14:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 1572681

Scumbria, One thing I was thinking about is the inventory of Thunderbirds and Durons. According to my calculation, assuming average of 300 wpw in Dresden in Q1, AMD should have between 400,000 and 500,000 copper Thunderbirds in stock ready for lunch. I don't know how many we have from Austin, but let's assume it's a non-trivial number such as 100,000 - 200,000 units. Duron is more of an unknown. It will not be much of a factor in Q2 (since Q2 is probably already in the bag), but there may be quite a few Durons out there during launch, on June 26th. Since there were rumors of launch in late April, AMD must have had a non-trivial number of chips on hand (in die form), at least 200,000 with production continuing throught the quarter at a rate of I guess 100,000 to 200,000 per quarter. So there may be at least 500,000 Durons ready for launch. So in the summer, we will see a flood of AMD chips in the marketplace, all selling at good ASPs. Joe