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To: Charles Gryba who wrote (150184)	11/28/2001 5:39:24 PM
From: wanna_bmw	Respond to of 186894

Constantine, Re: "If XPs were not selling well through OEMs then AMD would be desperate and the prices on pricewatch would be in a nosedive." Athlon XP is a relatively new core. It would be outrageous for AMD to transition their entire fab at once, as that would present a huge risk. They probably underestimated demand, and as a result, they produced too few products. I think the 4th quarter is larger than anyone accounted for. I am seeing it in retail, I am seeing Intel claim Pentium 4 shortages, and I am seeing AMD claim Athlon XP grades selling out. Clearly, there is a huge demand, and I think AMD was underprepared. This tends to cause prices to rise, since the item in question is no longer a commodity, but a rarer find. That probably also explains the Pentium 4 SDRAM systems that you are seeing sell for over $1600. It's the Christmas season, and no one prepared for a spurt in demand. Re: "I am a little worried when I don't see AMD represented there as it used to be. If we don't start seeing XP in the next 2 weeks I would be dumping my AMD shares since that would mean that Intel is winning the Xmas market." I wouldn't worry much about that, either. Like I said, both AMD and Intel are selling out on some things, so I expect both to be at the high end of their estimates. For Intel, this means about $6.7 billion in revenue (or $0.12 EPS), and for AMD about $800 million (or -$0.22 EPS). wbmw

To: Charles Gryba who wrote (150184)	11/28/2001 5:40:43 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Constantine, <OEMs are building XP systems for Xmas> That's another good one. Xmas is less than four weeks away, and you're still waiting for a flood of Athlon XP systes. Tenchusatsu