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: kash johal who wrote (21617)	12/6/2000 1:50:13 AM
From: Charles R	Respond to of 275872

Kash, <There was also a recent posting of Intel doing a dutch auction to sell off excess parts.> Assuming you are talking about Ashok Kumar's report: In the same report there was also mention of Intel writing off lower MHz parts to not hurt ASPs. <If you couple low MB prices of celeries with low CPU prices you have a tough combo for AMD to beat.> In light of the missing integrated graphics chipset, that is painfully true. <It seems to me that K6's and durons will be tough to ship over 5M units. > 5M is not a large number given AMD had north of 6MU last year with hardly much Athlon shipments. I see a decent number of Duron design wins but the consumer demand, especially in the US, seems lousy. Asia seems to be doing better but it is not clear there is enough volume there. I guess the answer really depends on what the total demand in Q4 ends up being - is it 43M? 42? 41? 40? Lower? Chuck