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

To: peter_luc who wrote (40465)	5/18/2001 5:03:02 PM
From: niceguy767	Respond to of 275872

peter: "I can't remember having seen such a large number of AMD CPUs being out of stock. I am specially puzzled about the current unavailabilty of the Athlon C 1000. The big seller is the Athlon C 1200. It is permanently number 1 on the processor bestseller list and number 2 on the general top 10 list. So maybe 1.2 GHz is really going to become the sweet spot..." Inasmuch as there was excess demand for Dresden product 2 months ago, it is not inconceivable by any stretch that the excess demand problem is even more acute now with the ramping up of the Athlon 4 and the imminent ramping up of palomino servers and workstations...AMD's biggest problem in Y2001 wil be how it manages the problem of excess demand...an excess demand arising form laptop, server and workstation demand where 'til now there has been "zero" demand and a general strengthening in overall demand now that the Fed has come to its senses and is committed to correcting the ridiculous inverse yield "virus" that they inflicted upon the economy by imposing ridiculous increases one year ago!!!