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

To: Petz who wrote (8422)	9/13/2000 2:07:18 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

John could it be that amd gave new guidance for production of slot a chips which is higher than the availability of the boards. Regards -Albert

To: Petz who wrote (8422)	9/13/2000 2:28:50 PM
From: Jim McMannis	Respond to of 275872

RE:"I don't get it. Has anyone noticed a lack of motherboard availability recently? I haven't. And if you look on Pricewatch at the 1 GHz Athlons, there's more Slot A parts being sold than Socket A so this again implies that there are enough KT-133 motherboards around." All I can think of (and who knows about that) is that maybe some large Oems balk at Duron when they get turned down when they place large orders for MBs... Thousands OK but MB makers may be balking at really big orders and OEMs can't take that chance... More likely is that the analyst just discovered (lack of MBs) what we already knew months ago... Now, after the problems are being remedied the clueless Analyst, who is behind the curve by 2 months, decides there is a problem... Jim