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

To: hmaly who wrote (4882)	8/14/2000 12:00:37 AM
From: Charles R	Read Replies (2) \| Respond to of 275872

Harry, <How do you know that.> Because you can't turn back time. What is lost is lost. <First of all, whether AMD introduced the Duron July 21 of August 21, the chipsets and motherboards weren't ready until now, so AMD COULDN'T HAVE MADE THOSE SALES EARLIER PERIOD.> That is the problem. <Maybe you can argue that AMD paper launched the Duron, just like Intel paper launched the 1 ghz. > Just "may be"? How would you argue? <Fine, but don't tell me that AMD somehow, mystically, could have produced the chipsets and motherboards in a shorter time. > Good planning beats being mystical. Planning at 1 AMD place was screwed up. <Think about it. How many 1 ghz sales has Intel lost by paper launching their 1 ghz. None, because Intel didn't have them to sell. > Think about it. Unlike Intel's 1 GHz PIIIs, AMD had Durons to sell. <As long as AMD has sold out all that they can produce, whether you sell them one wk. or the next will not make a difference, as you are selling everything that can be produced. > So, tell me, has AMD made up for all the Athlon sales it has lost since the launch because of infrastructure issues? <With all of the rave reviews Duron has gotten, once the infrastructure is there, the sales will be there.> Once the problem is fixed, could you retroactively ship those to Q2? <Where are you getting these figures? > My estimate on what the sales could have been if the low-end sockets weren't lost to Celeron. <If AMD has sold out every athlon chip that AMD has produced, AMD's production rate is the limiting factor, not whatever figure you want to make up. > Unbelievable! So, you think AMD has sold out every Athlon/Duron chips it manufactured in Q2? <As far as revenue, it is possible that the extra sales, and higher ASP's of Athlons over Durons possibly made up the difference. > Possibly? I suggest you check out Q2 numbers to get a dose of reality. <As a businessman, I do know that whether you sell a product, or put it in inventory, it counts as a asset on the bottom line. > What business are you in? I am not aware of any business out there that might want to put the product in inventory instead of selling it. May be I will find one today? <I also resent people who think they are so perfect, that if only "I" was running the company, "I" would have made sure etc. > Since you say you are a businessman, do you resent people that keep making the same mistake over and over and over again? Or do you support them? <What a crock. > I tell you what is crock. Claiming to be a businessman and saying that product going to inventory is the same as product that is sold. <Nobody's perfect, not even you.> Now there is something we both can agree on. Chuck