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

To: Pravin Kamdar who wrote (3555)	8/3/2000 2:13:57 PM
From: david_langston	Read Replies (1) \| Respond to of 275872

Pravin, Re:I will believe 3.6 million units when I see it... How early do the big OEM's start to build boxes for the "very early" Christmas season, ie. pre-Thankgiving sales? Could any of the 3.6 million parts be sold as part of this sales period? Dave

To: Pravin Kamdar who wrote (3555)	8/3/2000 3:17:36 PM
From: Goutam	Read Replies (1) \| Respond to of 275872

Pravin, <So, for Q3, I see Compaq and Gateway sales of Athlon to be up a little, and HP sales of Athlon to be up a lot. These three companies alone could account for a 25% increase in Athlon sales. Further, Athlon sales in Europe and Asia seem to be picking up nicely. This could add an extra 15%. New highly stable and overclockable mother boards for Socket A from Abit, Asus, Epox, and others could boost sales another 25%. Duron, if indeed sold out, could add another 25%. That gives a 90% increase. Solid execution in the second half of Q3 could push us to 100% and 3.6 million units, but it will be a stretch. > I agree that it would be hard to get there - 3.6Million K7 based CPUs. One thing that I noticed past many weeks is that total AMD Systems advertisements have gone down rather considerably, but Athlon High MHZ systems are being advertised consistently by all the local retail computer stores. Now I strongly believe, AMD is going for a higher mix of classics and Thunderbirds. This explains why AMD has been so adamant about the Durons sold out condition. They must have planned for fewer Durons all along than what we have been expecting on this thread. I say go for max mix of Classics and Thunderbirds if there is demand for them, and as long as existing commitments for Durons are met. Grab more market share at the high end at the expense of low end market share. Goutama