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

To: Petz who wrote (22252)	12/11/2000 8:51:52 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Petz, Folks like best buy are doing $200 rebates on AThlons. Decent Celeron Notebooks are now running sub $1K. And folks have inventory and demand has fallen off the log. Oneconnect does a weekly online survey, and sales imploded in last few weeks. I think that the fake CPUshortage in Q2/Q3 led folks like CPQ to order tons of parts. And them come Mid Q4 somebody said Holy Cow Batman - no sales, mucho inventory. And they start cancelling. I think 3-4 weeks inventory is normal. 12 weeks is a disaster. You will note Intel and AMD pointedly refused to discuss Q1 outlook. If its grim - mid Jan could be the time to buy in. regards, Kash