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

To: andreas_wonisch who wrote (3479)	8/3/2000 9:51:33 AM
From: milo_morai	Read Replies (3) \| Respond to of 275872

<font color=red>The Duron dearth could also be related to the industry-wide capacity crunch. AMD is experiencing greater demand than it can satisfy. Although it opened a new manufacturing facility in Germany, only 30 percent of that new capacity is operational, according to AMD. and... As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources... Milo

To: andreas_wonisch who wrote (3479)	8/3/2000 10:51:22 AM
From: david_langston	Read Replies (3) \| Respond to of 275872

Andreas, Re:More "great" news: AMD's Duron will miss back-to-school rush I think we can thank VIA for this fine bit of news. Thanks! You confirmed about the B2S market what unfortunately I had already observed in the stores: Message 14129349 Maybe buyers will continue to purchase the more powerful models this year rather than the budget boxes as they have been this past spring.

To: andreas_wonisch who wrote (3479)	8/3/2000 11:02:02 AM
From: Goutam	Read Replies (4) \| Respond to of 275872

andreas_wonisch, < More "great" news: AMD's Duron will miss back-to-school rush> When I read just the article title, and your remark, I got confused. After reading the full article I'd have to say it's great news for AMD from the revenue share, and earnings point of view. <"Their market share at retail is going to look pretty ugly for a while," said Stephen Baker, an analyst at PC Data. "The only thing they will have in back-to-school is the Athlon. They will cede all of the sub-$800 market to Celeron." [...] As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources. > The company is probably willing to cede market share at the low end in order to gain revenues share, and to bolster it's ASP. But the question is when did AMD realize this window of opportunity, and shifted its production more towards athlons? I suspect it had happened in June when it noticed delays with KT133 chipsets. Goutama