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

To: Cirruslvr who wrote (115804)	6/13/2000 10:31:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1572405

>> Katmai & Deschutes processors were available because we weren't in a capacity constrained market at that time." > Ah, yes, that was when inventory was considered good. But since they were readily available at the "flea market" off the bat, were they still considered to be "fur coats"? Availability of Katmai processors at Pricewatch - sometimes, even before a launch - used to be proudly referred to as "Stealth Launches". Regarding your impression that Intel was supposed to meet demand by this month, here is a very interesting past post by Elmer that I found while I was going through my book-marks. __________________________________________________________________ Message 12633730 Re: "Where was your rally ? We sort of missed it on the NYSE." I was going to write some more AMD puts today but with AMD tanking I decided to wait a little while. I guess the market is digesting the fact that AMD can't find enough buyers for their Athlons and Intel's capacity is about to swamp the market. ASPs will drop and AMD will once again return to red ink. I consideration of our AMD friends I am happy that you guys have made some good money here and God knows you've waited patiently enough for it so you might think about taking some profits here because I don't think AMD will find a more perfect set of conditions then they did in Q4 and still they couldn't sell all the Athlons they made. What is the use of Dresden other than a big hole in the ground to throw money into? EP __________________________________________________________________ I looked at the historical quotes for AMD and INTC during the time frame (Jan'00 3'rd week) of the above post - AMD & Intc were at ~ $38 and $98 respectively. Goutama