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

To: bacchus_ii who wrote (37249)	4/24/2001 10:40:34 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

bacchus, Strange, there is no mention of that on Asus website? However Via will have AMD nuts in a vice if AMD has no alternate chipset. One squeeze and AMD would fall to the ground and ship nothing more, finished in days, literally. It is hard to accuse VIA of chicanery, but if they have a new CPU and want to spend their time on it they may decide to stop selling competing items for commercial reasons. All legal and aboveboard. AMD sales would fall to zero until a new chipset is found and mobos are made and volume ramped. If this is to happen it will happen this summer. Looks like Mr Magee of the uinquirer has gone into the gizzards and innards dept of his local hospital to have his bypass done.....he has said he is off for a day or more on his site and so this must be his surgery as there is almost nothing else that would keep him out of the harness. Of course he may have gone to lands end to swim in the bracing surf, what do I know. Bill

To: bacchus_ii who wrote (37249)	4/25/2001 2:02:48 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Gottfried, ETA: Product Discontinued by Asus due to their inability to purchase AMD chipsets $274.99 If this is the case, people at AMD should have their heads examined. Kash just posted the utilization of foundries (there is a flood of capacity), AMD has a plenty of capacity in Austin, and they still can't supply enough f***ing chipsets? AMD's strategy regarding the infrastructure is brain dead. As if it was not enough that AMD gets screwed by Via (placing AMD always on a lower priority), now AMD insists of screwing themselves. If this story turns out to be true, I am will hesitate to buy back into AMD. Joe