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

To: hmaly who wrote (64741)	12/1/2001 11:41:30 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: While it would be nice to think these MP's are going into servers and dual systems, the reason likely is that MP's are not locked, and can be overclocked easily Overclockers don't buy the highest and most expensive speed grades - that largely defeats the purpose of overclocking. Overclockers buy near the low end of the speed range. It is very clear that demand for high Athlon MP's is greater than AMD and/or Microx-press expected, and that the demand is from high end workstations and servers. Now, it is possible that we are only seeing the difference between very, very, low demand and very, very, very, low demand <VBG> , but it is still an upside surprise in the "enterprise" end of the business. It can't be a supply issue, since there are plenty of 1800+ desktop parts available.