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

To: kapkan4u who wrote (85554)	7/23/2002 3:18:53 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Kap, It looks like on PW they are still selling the initial dump of OEM parts from HPQ. I haven't seen reports of new 2200+ parts. Also the boxed version ETA has been slipping, now at 8/1/2002. Somehow, I don't think that AMD is facing a problem of insufficient availability of Tbred parts, but from and too many Palominos. In Q1, AMD sold 8M units, and Palomino ratio was about 60%, or let's say 4.8M Palominos. In Q2, AMD sold 6M CPUs but only 50% of these were Palominos (and tiny % of Tbreds), so there were only 3M Palominos sold, which is 1.8M less than AMD was probably planning on selling. So the minimum inventory of Palomino die is 1.8, with some in the pipeline, so I would guess that AMD may have up to 2.5M Palominos in inventory. Unfortunatelly, AMD "segmented" these Palominos from the Celeron/Duron market with presence of Durons and P4 NW segmented them out of the P4, and increasingly the mainstream desktop market. AMD seems to be at a complete loss about what to do with them. ETA of Thoroughbred is a function of this Palomino inventory. Joe

To: kapkan4u who wrote (85554)	7/23/2002 8:44:06 AM
From: Dan3	Respond to of 275872

Re: the boxed version ETA has been slipping Which has nothing to do with fabbing the chips, but (I'd guess) everything to do with the tiny die size. Mine (OEM) was shipped the day I ordered it, and it really is kind of amazing how small the thing is. AMD may have come up with a better set of installation instructions or added a shim or done something else to make mounting the heat sink a little less of a precision. Perhaps that's the reason for the delay (they clearly have the chips available). The heat spreader on P4 (like AMD's used on its old K6 chips) makes installation easier, but the reports of a few P4's dying after 3 to 12 weeks make it sound like the contact isn't always close enough.