Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: fp_scientist who wrote (13936)	10/14/2000 4:34:27 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

fp, <I wanted to say that a while ago you were bitching loud in this thread about the Duron infrastructure. You were absolutely right! IMO, if the Duron have had the appropriate MB and infrastructure support during Q3, AMD would have not cut their prices aggressively and would have probably beaten eps by a wide margin, with much higher ASPs.> I saw it coming but I didn't realize the sitaution was as bad as it turned out to be. Two surprises from my perspective: - didn't realize that there were no attractive motherboards shipping in Q3 with built-in graphics. Add-in graphics card is completely unacceptable for Duron target market. - VIAs single source situation and low volumes causing motherboard makers to price higher Both these should be in much better shape for Q4 but some of the damage has already been done in the form of customers who might have already shifted to Celerons for Christmas. (it is likely that HP fell into this camp). AMD's challenge now is to win some of them back with accelerated MHz ramp on Duron. <IMO, lack of infrastructure leading to price cuts is one of the negatives that the market seems to be focusing right now.> I think that is only a small part of the problem. I think the larger, irrational, fear is that Intel will kill AMD with a price war. Chuck