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

To: Cirruslvr who wrote (21953)	12/8/2000 10:40:37 AM
From: 5dave22	Respond to of 275872

Cirrus <The extremely steep price drops are disconcerting to me.> To me too. It seems like they're now just trying to make their numbers - revenue & promised unit delivery - at the expense of ASP. This is a move that could have been avoided if AMD would have created customer demand through national exposure, via a good marketing/advertising campaign. I've seen SO many good companies go down because they wanted to save a few millions on brand awareness. A vital part of business ... very sad. Regards, Dave

To: Cirruslvr who wrote (21953)	12/8/2000 1:34:23 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Cirruslvr, <I don't see how it can be a brute force approach and how they can ensure 133MHz FSB ramps quickly when AMD's LEAD PARTNER with the 760 chipset won't even endorse the use of a 133MHZ FSB.> I expect most of the FSB133 volume to come from KT133A. 760 chipset is nice for high-end but I doubt if that's where the volumes are going to be. KT133A and KM133/SiS730? are a lot more important to AMD than any other chipset (in volume terms) <The extremely steep price drops are disconcerting to me. > This doesn't bother me much as long as market share gains are made. <The practically invisible 1.2GHz Athlon's price was cut nearly 40% and ETAs are STILL slipping, some into the next freaking year when Palomino is supposed to come out. > This is one thing that I completely fail to understand. There is a problem somewhere in the retail pipeline that is holding back 1.2Gs and I would love to know what it is. <They must have a bunch of 133MHz FSB Athlons stockpiled waiting for thier chipset division to make sure the 760 runs reliably at 133MHz FSB w/o the use of special capacitors, or whatever helps solve the current problem.> I am sure there are is some stockpiling of 133FSB Athlons but realistically AMD probably expected to ship higher volumes into KM133 platform than 760 platform for Q4. <Ironic, we complain about VIA's inability to come out with a fully working Athlon chipset on time and now AMD has their own problems.> The problem with VIA is AMD chipsets are not their priority. The problem with AMD is the execution slipped. Chuck