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

To: niceguy767 who wrote (103256)	10/19/2003 12:00:15 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

AMD's Athlon FX51 on allocation Shorages and Longages By Mike Magee: Sunday 19 October 2003, 13:57 SOURCES CLOSE to AMD's plans in the US tell us that its Athlon FX51 flagship chip is now on allocation, with supplies very limited for the next four weeks. See the rest at: theinquirer.net With high demand even though there are no tier 1 skus (yet!) and at a street price price for the FX around $800, it looks like Intel was wrong about no one being interested in 64-bits vs. 32-bits. The fact that FX-51 overclocks so easily, that an FX-53 is on the near term roadmap, and that there are plenty of the other models of this chip available as Opterons would indicate that the issue is probably one of marketing/production decisions vs. inability to make the things. Every time this issue has come up in the past (a compatible next gen chip being available, but software to use it not ready), every single person in the industry has underestimated the demand for the next generation of (software compatible) chips. The only exception I can think of is when Compaq went ahead and shipped the 32-bit 386 even when software to take advantage of it was years away - and that move by Compaq knocked IBM out its previous position of dominating the PC industry.