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

To: Jim McMannis who wrote (66663)	12/30/2001 7:46:29 PM
From: niceguy767	Respond to of 275872

Jim: "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." Agreed... "This begs the question: Where are all the XPs going? (Assuming AMD is producing lots of XPs...)" All is only about 4 million, which given the innumerable awards the Athy has garnered in its lifespan of 2 years coupled with "its unrivaled performance" isn't really all that surprising... "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." Believe it, Jim...The Athy's XP time has arrrived and is probably in only the initial phase of its broad acceptance as the chip with "unrivaled performance"...Lots and lots of room in North America for the Athy XP once it gains a foothold...INTC is fighting for its company's life to keep AMD out of North America, a fight, that may cost them many more $billions than has already been the case and a fight destined to result in defeat owing to the "unrivaled performance" that the Athy XP affords the consumer...

To: Jim McMannis who wrote (66663)	12/30/2001 11:34:08 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: 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 They may really be running flat out at Dresden. AMD is supposed to be doing very well in the Japanese mobile market, that would use 1 million A4's in a quarter. AMD is very visible in the US mobile retail market - another 1 million. Athlon XPs in Europe would use another 1.5 million. Athlon XPs in the US for screwdriver shops and Asia for desktops would use another 1.5 million. Athlon MPs would use a few hundred thousand. Athlon 1.3GHZ, 1.33GHZ, and 1.4GHZ would account for another 2 to 3 million worldwide. That's 7 to 8 million parts from Dresden plus another 4 million Durons worldwide from Austin (2 million mobile and 2 million desktop?) for a total of 11 million or so AMD chips this quarter.