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

To: AK2004 who wrote (82960)	6/19/2002 4:02:36 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"the only bad thing that I see is the risk of buy-out" That could be a problem. Someone could sweep in and snatch everything including hammer. Jim

To: AK2004 who wrote (82960)	6/19/2002 8:01:10 PM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Dear Albert: I do realize that there are times where you just can't win. They had a customer buy their entire quarter's supply of a new product. They probably thought that they could make them faster than they did. It probably took another respin that delayed things by a few weeks, but it was enough to slip things into a new quarter. It also could be noted that if, Hammer was not such an exciting product, they would have spent more resources in fixing Tbred giving it more FSB (that certainly was planned before Hammer showed such promise) and speed. That also has the effect of delaying certain purchases for both companies until Hammer is released from NDA and its pricing is known. To "save" next quarter, AMD should "paper" launch Hammer at high prices, say $600-800 for 3400+. If the demand actually exceeds supply (what a good position to be in), let the price rise. This would release the pent-up demand to Tbreds and Bartons (if they arrive by then). If CH's price rises, well you can see the switchover to CH production in a hurry at Dresden. When the production causes the price to drop back down to $300 or so, drop offical price to that and release Opteron at the same $600-800. That scenario would allow AMD to release the waiting high end users to accepting Tbred/Barton. The price is no object will get their bragging rights for a few months and everyone but, Intel will be happy (especially us long suffering shareholders). Pete