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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (125989)10/13/2000 2:35:28 AM
From: Joe NYC  Respond to of 1580428
 
Jim,

What's with these low prices? AMD is either coming with faster chips or having a tough time taking market share...?

Your guess is as good as mine, but my theory (which I posted earlier) is that the combination of the new stepping (that came online recently) and shifting of entire production to Dresden should produce binsplits starting from 900 MHz and up.

Joe



To: Jim McMannis who wrote (125989)10/13/2000 3:06:13 AM
From: tejek  Respond to of 1580428
 
Joe, What's with these low prices? AMD is either coming with faster chips or having a tough time taking market share...

Jim,

I think demand is soft because AMD and Intel thought they had more buyers in Q3 than they really did.

Remember the doubling up on orders because Intel supposedly was capacity constrained. I think there is inventory that's being worked thru....would fit based upon the Fool's higher inventory number from the CC.

ted


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