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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (2285)	7/25/2000 8:09:38 PM
From: Scumbria	Read Replies (2) \| Respond to of 275872

Kash, You are back in manic mode. Athlon sales are doubling this quarter. Scumbria

To: kash johal who wrote (2285)	7/25/2000 8:14:28 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

kash, 6 weeks after Duron intro and no product in field. I think there is a lag. I think the current lack of Duron system, and relatively low number of Thunderbirds is the reason we didn't have a blowout Q2. We may be spilling over into Q3, but it is not 6 weeks of insufficient product, but more like a week, 2 weeks maximum. We have already paid for the first 4-5 weeks of KT-133 delay in the last quarter results. How much more the Via incompetence will cost us is still a question, but we are definitely starting to run the bill for this quarter. Joe

To: kash johal who wrote (2285)	7/25/2000 8:52:46 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Kash, Re: 6 weeks after Duron intro and no product in field. And Tbirds are rare. No, they are not rare. You may buy all you want NOW. Kindest regards, CrazyMan

To: kash johal who wrote (2285)	7/25/2000 9:06:06 PM
From: TGPTNDR	Respond to of 275872

Kash, Re: <No Durons...> Geez, Kash, I told you yesterday that I saw a pair of them at my local SD shop with a pair of MOBOS. (This is a small shop, they may have 20 mobos in stock and about the same quantity of CPUs at any time. If you want I'll take a run by tomorrow and see if they are still there & ask how they are selling. When I was there the proprieter was trying to sell them at 30%+ over internet prices and seemed pleased as punch to have been able to get even two each. I think the MOBOs were Gigabite, but am not sure. Take a valium(sp?)-- or a couple of shots -- and call me in the morning. Better yet, don't call me, I'll post you. ;>). tgptndr