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

To: Charles R who wrote (4091)	8/9/2000 11:24:01 AM
From: stribe30	Read Replies (1) \| Respond to of 275872

Charles R. In response to the question "Where are the sold out Durons" You gave this reply with regards to the "DIY" or "Chop-shop" market: "This market is so tiny it may not even be worth talking about" I'm not sure I agree with that.. If I'm not mistaken.. when all DIY places + smaller OEMS are combined into the "other" category.. their percentage of the pc market is the leader - (over 50% I believe) better then Compaq, Dell, Gateway and all other "big OEM's" combined.. perhaps thats changed since I got out of the computer selling business 3 yrs ago.. but that was the stats back then. I think this market is going to help stimulate AMD sales of Durons a lot better then you give credit for.. also take into account that the Overclocking Community (a marginalized society sometimes by more conventional business types) accounts for about 5-10% of the market out there and a lot of these ppl arent going to be buying Durons in a full fledged "OEM" system.. but as an upgrade or as a system from a smaller place. I think you'll find a nice portion of Duron sales will have these 2 factors make it more then a "tiny" market (count me as 1 who got his Duron upgrade in the DIY market) Scott

To: Charles R who wrote (4091)	8/9/2000 12:12:19 PM
From: steve harris	Read Replies (2) \| Respond to of 275872

Charles, re:Durons Thanks, I don't have much of a clue what the Athlon's split is. If Q3 is 3.6 million, surely Durons would be less than a million. Maybe the changes from K6 to Duron is proceeding slower than we should think? I base this upon their statement in the Duron FAQ: The AMD Duron processor is planned to be the successor to our AMD-K6 family for the value segment of the market. However, demand for the AMD-K6 processor family remains strong for low-end desktop and mobile systems, and we expect to sell AMD-K6 family processors into 2001. Maybe less than 500k? Predicting 7million CPUs, after 3.6million Athlons, this still leaves 3.4million K6s and other CPUs. steve