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

To: dougSF30 who wrote (16819)	10/30/2000 6:33:49 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, Not sure what opportunity has really been missed... 760 revenues (themselves) are trivial. At $39, 760 brings more revenue than K6. Joe

To: dougSF30 who wrote (16819)	10/30/2000 6:41:51 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Doug, Re: They want ALi or VIA, or whoever, to handle the chipset stuff. Personally I don't like that strategy. AMD is too dependent by other companies with their own agendas by doing that. Since AMD doesn't manufacturers their chipsets themselves they don't fill fab capacity and give some nice additional million dollars to the bottom line. What's the disadvantage in continuing to manufacture and sell them? You could argue with development time which could be used better. But to "seed" the market AMD still needs to develop these chipsets so this wouldn't make a big different either. Just look at AMD's earning statements for the last few quarters. You will notice that "other income" went down significantly from Q1 over Q2 to Q3 -- that's because they did sell less and less Irongate chipsets then. If there were a flood of 760 boards available now, would there be enough PC 2100 memory to go around? Probably not. But what's better: No memory and no motherboards, or only no memory? These 760 boards could still be used with PC1600 memory and even if no OEM would adopt them enthusiasts and screw-driver shops would love to build systems with DDR. In these markets AMD could probably have sold several 100.000 units more in Q4 (just look at the Duron sales in Q3 with virtually no first tier OEMs selling them). Andreas