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

To: steve harris who wrote (4089)	8/9/2000 11:05:03 AM
From: Charles R	Read Replies (2) \| Respond to of 275872

Steve, <My unanswered question would be: "where are the sold out Durons?" Is it because the quantity produced is low?> Yes. I believe this is the answer. As I have said before only a small amount of Durons will be sold this quarter. AMD could have sold 3 or 4 million Durons this quarter and I think the actual number is going to be between 1 and 2. <The screwdriver shops easily absorbed them?> This market is so tiny it may not even be worth talking about. The available data to date suggests Durons are being designed into a lot of post-B2S systems. So, September should see a very good uptick in business and October should be super. <I am positive AMD isn't telling a story.> Yes, AMD is not being good at this. I consider AMD's IR to be completely ineffective in getting the right spin on the story. <Are OEMs waiting on their motherboards? ie-Jabil My best guess is that Austin is the only ones making Durons and there hasn't been that many made. IBM Canada and the Compaq 5594 are their test beds?> I think motherboards are comingup strong now. It is too bad that we had to miss B2S. I doubt if we will see any problems with OEMs or availability starting next month. <What's your best guess? (sorry if I have overlooked it)> My guess is we will see a massive new product and PR campaign in the next two months unlike anything that has ever been done by the company. My only concern is if the infrastructure for these product rollouts will be gltich-free, I am not at all concerned that Wilamette will dent this product roll out in anyway. Chuck