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: Elmer who wrote (69208)	1/27/2002 10:33:46 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

EP, That is a reasonable estimate, tens of thousands per day 1 million per month is 33,000 per day. I would expect them to get to 100,000 per day before the end of January to fill the demand. Went with my son today to a gamers arcade. 60 all new AMD 1800 XP machines with 21" screens, fully filled playing network games(mainly counterstrike). This place charges $3 per hour Sat/Sun and $2 per hour during the datime and up to $3 from 4 PM until midnight and then $1.50 from midnight to 8 AM. They run 24/7 and have about a 75% occupancy rate on average. 100% all weekend. These machines make their money and payout in a a months' time. They upgrade the Mobo and Video cards every 3 momths. Apparently all the gamers arcades are going to the XP all over the country. can anyone verify this in their area. I am in Toronto. Fanaatic gamers arcades are all AMD clones. not a Dell/IBM/Compaq in the lot. The game arcade market is one the the largest and fastest growing markets in the world and it is one that AMD dominates. There are 600 video game arcades in Toronto alone with an average of 40 machines(my son is a game hound, I do not have the reflexes any more) With the metro area being 2.5 million and extending that to the NA area of 300 Million that scales out to about 120 x 600 x 40 = 2.8 million arcade machines in NA. Lets cut that to 40% of the scale out = 1 million. That is a viable AMD market right there if they all change their mobos every 3 months. True it is only the fanatic ones that compete to be at the very front and change their mobos that often, some may do it every 6 months, some annually. Now extend that over the world. Now you see why AMD caters to the gamers Bill

To: Elmer who wrote (69208)	1/27/2002 10:52:53 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Elmer Re..."The XP which AMD can only make in 10s of thousands is almost as fast as Intel's high volume NWs so that makes things great"<<<< And I responded with links to JC's AMD 4q CC, which showed Hector stated that AMD shipped ; let me repeat that SHIPPED tens of thousands XP, even though the XP2000 wasn't officially introduced until Jan 2002. Where out of that statement can you conclude that AMD can only make tens of thousands. Why don't you reread Hectors statements, before you start insulting people, and start acting like Monica. Here once again is the link to JC's CC, which you seem incapable of looking up, to see if your statements were correct. http://www.jc-news.com/parse.cgi?pc/AMD/CC/2001Q4<<<<<< <Dan> Thank you, again, good quarter. Hector, in your opening remarks, you commented right after you commented about microprocessor units at 7.8 million, you made some sort of comment about XP in tens of thousands, can you repeat that please? <Hector> Yes, in the fourth quarter, we shipped tens of thousands of model 2000 XP. <Dan> That is the speed grade right. <Hector> That's right. <Rob> That would have been our high-end offering that we began shipping in Q4 and actually introduced here in early January.