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

To: milo_morai who wrote (53655)	9/3/2001 12:55:20 PM
From: Gopher Broke	Respond to of 275872

Teenagers are more clued-up on price/performance than most consumer groups. So I would expect that the Athlon will figure strongly in any back-to-school related increase in sales. Let's hope so.

To: milo_morai who wrote (53655)	9/3/2001 2:01:39 PM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Re: Check this out! Sony Athlon Systems SOLD OUT Milo, thanks for the info! It seems that also in the DIY market AMD is still very strong. The actual processor bestseller list of K&M Elektronik still belongs to AMD only (number 1 to 10). And in the general top 10 bestseller list AMD keeps the second, third and tenth position (Athlon c 1400, Athlon C 1333, Athlon 1200). I am still waiting to see the first P4 entry in one of these bestseller lists, now, almost one year after its introduction... Peter

To: milo_morai who wrote (53655)	9/3/2001 10:27:39 PM
From: survivin	Read Replies (1) \| Respond to of 275872

Re Sony Athlon Systems SOLD OUT Hi milo, Is this necessarily a good sign? Its quite unusual to have a build to order OEM block the buyer from placing an order even if it means a longer wait. The less optimistic among us might see this as a precursor to the RX line being phased out. I find it difficult to comprehend that in these sluggish times Sony can't get enough 1.0 and 1.2 GHz athlons to satisfy their customers' demand. Given the free fall in pricing, either the athlons have finally reached the price point where demand overcomes supply or AMD is foolish for not satisfying their dwindling large oems before saturating the DIY market leading to artificially low asps and inability to service precious large customers. Sold out products typically don't need price cuts, especially of the magnitude we've seen. Something is plainly wrong with these mixed signals.