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 (22225)	12/11/2000 8:03:24 PM
From: niceguy767	Respond to of 275872

kash: "Oh clueless one. They are NOT gonna ship 40M CPU's next year. You can take that to the bank. And Q1 2001 volumes will likely be well below Q3/Q4 levels of 7M units/qtr." Mercy, mercy, the oracle has spoken...No 40 million processors in Y2001 and below 7 million in Q1...Better short AMD at $17...He has spoken!!! What a crock!!!

To: kash johal who wrote (22225)	12/11/2000 8:51:34 PM
From: Dan3	Respond to of 275872

Re: And Q1 2001 volumes will likely be well below Q3/Q4 levels of 7M units/qtr. Not if mobile parts and integrated chipsets are shipping in small volume by mid January. Here's one person's reaction to the news: These numbers surprised me, but, in retrospect, they should have been expected. AMD lost most of its share of the notebook market for this quarter and phased out most K6 production before phasing in a replacement (e.g. a less expensive platform than is currently available for Duron). They probably should have kept the K6 going a little longer, since the Super 7 boards are so cheap. Bottom line - AMD was left with little to ship except for Athlons. $2 per share (annual rate) isn't bad for a quarter when your markets have tanked at the same time you're caught mid-transition in 2 of 3 product lines - but it is still a disappointment for me. I know from tracking a number of local stores that the Athlons are doing well, what I overlooked was that both notebook and entry level volume was too far down for just mid and upper range desktops to make up for it, especially in a very bad sales environment. There seems to have been much less of a Q4 increase in retail sector sales this year - let's hope that means the traditional Q1 drop won't happen either. Still long, Dan PS - one state of the art FAB, and very limited near term capex required is looking like a smart strategy. Jerry was investing in FAB space when everone was cutting back, and now that ground has been broken for a half dozen new FABs from Intel, etc. Jerry is sitting tight with what's already built and largely paid for.