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

To: andreas_wonisch who wrote (20478)	11/25/2000 11:21:49 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Andreas Re.. Joe, Re: It is something that concerns me. [no 1.2 GHz Athlons on Pricewatch] I read this post on JC's: Hmm.. Interesting you should mention this. I have been hearing from several people telling me the same thing: K7 is hitting a MHz wall. AMD is telling important customers they are just having a few "growing pains" while roadmaps are being quietly adjusted. <<<<<<<< Andreas. I just called Micron, and he said that if I ordered a 1.2 ghz 200FSB DDR. I could get delivery within 10 days; which means the 1.2 ghz 200 FSB must be in stock. He also said that the lead time had just dropped last wk. from 40 days to 10 days. He also said that the 1.2 ghz 266 FSB had a delay time of 56 days; but he also expected the lead time to go down on that shortly as they were starting to get chips. He also said that most of their calls were for that model; not the low end. Micron has also made that computer their top of the line small busines, workstation computer. Call 1-888-208-1937 if you wish to check it out. Naturally, with all of their stock of 1.2 sold out to the OEMs, it would be unusual to find the 1.2 on pricewatch. Remember in the Nov. CC, Jerry said that 80% of production at Dresden was 1 ghz or better. If Dresden makes 2 mil. this quarter and they sell for an av. of $250, AMD would have sales of $500 mil. from Dresden this quarter alone. Certainly selling all of the high end chips is not a problem. And Anand reported on Wed. that AMD had 40% of the high end market. Also, lets not forget those reports from Peter about how well AMD is selling in Germany.

To: andreas_wonisch who wrote (20478)	11/25/2000 12:22:35 PM
From: Dan3	Respond to of 275872

Re: I just saw that Lynn Computer (yes, I know... <g>) has a price for the 1.267 GHz Athlon listed Do they still have the 700MHZ K6-2+ listed for sale there? Edit - I see they no longer "offer" it. :-) Dan

To: andreas_wonisch who wrote (20478)	11/25/2000 4:24:48 PM
From: niceguy767	Respond to of 275872

andreas: I suspect that the following statement most accurately reflects AMD's current reality: "Lets face it: AMD is being expected to SUPPLY and SUPPLY RIGHT NOW! virtually the WHOLE WORLD'S DEMAND for x86 CPU's over 933Mhz!! That's MOST of the 1Ghz models, plus ALL the 1.1Ghz, ALL the 1.13Ghz, ALL the 1.2Ghz, plus their is DEMAMD for 1.3Ghz that won't get filled at all." Just no need to rush another product to market, if the demand curve for 900 Mhz Athlons and above has already crossed the supply curve (improving 900 MHz pricing would support same)particularly in the wake of the P4 non-threat...I really thought it'd take the 1.2 gig Athy/DDR combo for demand to outstrip supply and projected for that to happen at the earliest in Q1...Evidence currently surfacing suggests it may be happening now!!!