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

To: niceguy767 who wrote (66655)	12/30/2001 6:34:04 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

NG, RE:"Just a small sign of things large...yet to come...As you noted, if AMD can ship record units without presence in US, then imagine market share gains by AMD once they kick down the phoney barriers to the US market...As 500 to 700 MHZ machines are replaced by 1600 to 1900 XP's, not only does AMD gain marketshare but INTC/AMD price differentials all but disappear...i.e. AMD's ASP's go up while INTC's ASP's tread water at best..." I have thought of it that way, that's the positive side but some things just don't add up. Palomino is a good 3 months old at volume and still hasn't shown up much at retail. OK, so maybe Intel stuffed the channel and there is no room yet for XP until some P4 inventory is sold off. Then we hear that there are shortages of P4s. This doesn't make sense because if there were shortages we would expect to see some more XPs fill the holes. So where is the P4 shortage? Maybe the Screwdriver shops because the retail OEMs seem to have plenty of P4s. Or maybe it was to late for large OEMs to develop a XP platform before Christmas??...well that doesn't fly because most large OEMs offer XPs on an order basis so they have a platform... My best guess is that the P4 shortages are mostly bunk or speed specific and the OEMs and retailers are loaded to the gills with P4-SDRAM units and want to sell them off. Read, no room for XPs yet. This begs the question: Where are all the XPs going? (Assuming AMD is producing lots of XPs...) The mantra around here is that AMD is selling a record number of chips this Q. I find this hard to believe. OTOH, if they are then apparently they are doing it without retail shelf space...which would make it that much more amazing.