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

To: Cirruslvr who wrote (3523)	8/3/2000 12:55:16 PM
From: Scumbria	Read Replies (3) \| Respond to of 275872

Cirrus, AMD has not changed guidance. Analysts say that AMD can not meet demand. How can this be interpreted as bad news??????? Scumbria

To: Cirruslvr who wrote (3523)	8/3/2000 1:10:39 PM
From: Goutam	Read Replies (4) \| Respond to of 275872

Cirruslvr, < The Duron launch was the WORST OEM launch AMD has had since the K6-III came out, and that was a HUGE FLOP. Even the August Athlon launch last year was better than the current OEM Duron situation, and that isn't saying too much. AMD screwed up so badly on this launch to OEMs, it is just so unbelievable.> I think DURON launch has many similarities to the ATHLON launch last year. ATHLONS too were announced in JUNE, and we saw the first announcement of ATHLON based system from a first tier OEM (COMPAQ) during the last week of August'99. ATHLON systems from COMPAQ showed up in volume by mid September'99. Before they showed up in volume here, they were mostly sold in Canada, Europe, and in DIY market here. I believe AMD changed their direction based on a combination of factors - Intel's tight supply of higher MHz PIIIs, VIA's KT133 delays and supply problems, demand for Athlons and Thunderbirds. If AMD can sell 3.6 Million CPUS in this quarter, with more Classic Athlons, and Thunderbirds, then I wouldn't worry about how bad the Durons launch has been in this quarter. Hope we get more direct guidance from AMD rather than from opinions expressed by some analysts. Goutama