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: Robohogs who wrote (85230)	7/17/2002 7:00:51 PM
From: tejek	Respond to of 275872

It is also equally likely they did not have Athlon chips to sell - still no proof that mfg is fine on 130 nm for the thoroughbred chip. Or even if it is okay now, maybe it was not in time to meet the quarter and they decided to let the quarter come out where it would. The heavy concentration of Durons says either no one wanted Athlons since they cannot compete with Intel (i.e., almost 1 Ghz behind) (which I do not necessarily believe) or manufacturing problems or the economy is even worse than many here fear and the consumer wants cheap, cheap, cheap. Jon, I think its a combination of the market being bad and people going to INTC for the hi-end. What's disconcerting is that AMD sees a much smaller than normal pickup. According to SNDK as you noted, at least flash sales look to be picking up. ted

To: Robohogs who wrote (85230)	7/17/2002 7:03:55 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Jon, It is also equally likely they did not have Athlon chips to sell - still no proof that mfg is fine on 130 nm for the thoroughbred chip. I doubt this is the case, that is, that AMD did not have product to sell. There obviously were a lot of .13u problems, and apparently problems with layout of Tbred, but that's a different subject. I think AMD is still drowning in inventory (internal). AMD has been selling .13u desktop parts for some 3 weeks, the highest bin only. For each one, they must have produced 9 lower bin parts, but none of these are being sold, which implies there is still too much Palomino inventory around. If there is a lot of Palominos around, it means that AMD has plentiful parts to sell. Joe