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: wanna_bmw who wrote (60721)	10/29/2001 1:45:34 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

wanna_bmw, I am not TGPTNDR, but let me jump in and say that I am willing to take the proposed bet: That AMD will be in the black this quarter. If I loose I'll post a message admitting it. To give you my reasons: I believe that the Athlon XP is coming along extremely well, leading to considerably higher ASP this quarter. The reports about the Athlon XP were enthusiastic, making the Athlon XP a "hot" product among the PC community. The infrastructure is improving dramatically. VIAs KT266A also received enthusiastic approval, making it a "hot" product, too. Putting together an Athlon XP and a KT266A board means putting together two "winners". This may be a clear incentive to buy for many people. Note that buying a computer - as with many consumer products - is not only a purely rational but also to a certain degree an emotional decision. (Of course, that is only valid for the consumer and not the business market.) Therefore buying two "winners" at a stroke IS a temptation... I do not know the impact of nForce this quarter. But it may be quite significant, too. It allows system builders to make highly integrated, easy-to-build, high performance PCs at moderate costs. Hey, you can walk into a grocery store and take home a high-end computer for little more than 1.000$ ;-) On the other hand, the reputation of the i845 chipset is pretty bad. (This again may not be true for the commercial market where performance obviously has no relevance.) The delayed introduction of Northwood as well as the DDR version of i845 are both gifts of God for AMD. Besides, the reported shortage of 478 pin P4s and 2GHz P4s also contribute to a broad range of circumstances which are all together more favorable than AMD could have hoped for. I believe that AMD was quite cautions in the forecast. I think that there is a good chance that AMD will do a lot better than the analysts say. Peter