Replies to post #38051 on Advanced Micro Devices Inc (AMD)

[jhalada]

Mike,

Athlon 64 3400+ Newcastle new listing on Distributor #2.

This would be the 2.4 GHz part. Bit splits probably look ok. There should be some cost savings from smaller die.

Joe

[yourbankruptcy]

Looks like Prescott is still banging the head against the wall. 3.4 is nowhere, 3.2 is very rare.

Let compare Newcastle few weeks from now. It is really AMD hope, must have much better margins.

[P2O I'm from MO]

Processor Status Week of: 6/21/2004

	 
 	Distributor #1		Distributor #2					 
 Processor	Stock	Status	Stock	On Order	Status		Status Key:	 
 								 
 Athlon XP 2000+	1672		6604	90			B/O	Back ordered 
 Athlon XP 2200+	1428		3158	550			C	Constrained 
 Athlon XP 2400+	2057		4056	3555			HC	Highly Constrained 
 Athlon XP 2500+	931		1694	300			NEW	New Listing 
 Athlon XP 2600+	1224		1708	350			NL	No Listing 
 Athlon XP 2700+	165		1320	20			N/A	Never Been Available 
 Athlon XP 2800+	1571		1113	2760			SO	Special Order 
 Athlon XP 3000+	247		1323	880				 
 Athlon XP 3200+	596		643	630				 
 								 
 Athlon 64 2800+	184		110	0	C			 
 Athlon 64 2800+ Newcastle	19	HC	39	0	HC	 
 Athlon 64 3000+	1	HC	146	360		 
 Athlon 64 3000+ Newcastle	118		453	110		 
 Athlon 64 3200+	182		-2	0	HC	 
 Athlon 64 3200+ Newcastle	104	C	667	320		 
 Athlon 64 3400+	163		8	0	HC	 
 Athlon 64 3400+ Newcastle	300		170	20		 
 Athlon 64 3500+ Newcastle	0	NEW	103	0	C	 
 Athlon 64 3700+	0	NEW	49	0	C	 
 Athlon 64 3800+ Newcastle	0	NEW	29	0	HC	 
 Athlon FX-53 939	0	NEW	0	0	NEW	 
 Athlon FX-53 940	145		1	0	HC	 
 						 
 Opteron 140	0	NL	0	40	B/O	 
 Opteron 142	0	NL	0	40	B/O	 
 Opteron 144	0	NL	-1	30	B/O	 
 Opteron 146	0	NL	0	20	B/O	 
 Opteron 148	0	NL	0	20	B/O	 
 Opteron 150	0	NL	0	0	NEW	 
 						 
 Opteron 240	184		51	74	C	 
 Opteron 242	2	HC	11	125	HC	 
 Opteron 244	22	HC	65	5	C	 
 Opteron 246	7	HC	9	30	HC	 
 Opteron 248	15	HC	120	10	C	 
 Opteron 250	0	NL	1	0	HC	 
 						 
 Opteron 840	0	NL	0	0	SO	 
 Opteron 842	0	NL	0	0	SO	 
 Opteron 844	0	NL	0	0	SO	 
 Opteron 846	0	NL	0	0	SO	 
 Opteron 848	0	NL	0	0	SO	 
 Opteron 850	0	NL	0	0	SO	 
 						 
 P4 Celeron 2.0GHz 400 FSB	1554		5046	2000		 
 P4 Celeron 2.2GHz 400 FSB	87	C	-9	0	HC	 
 P4 Celeron 2.4GHz 400 FSB	5050		3532	5270		 
 P4 Celeron 2.5GHz 400 FSB	0	B/O	-14	0	B/O	 
 P4 Celeron 2.6GHz 400 FSB	693		65	160	C	 
 P4 Celeron 2.7GHz 400 FSB	12	HC	-1	30	HC	 
 P4 Celeron 2.8GHz 400 FSB	0	B/O	-29	40	HC	 
 						 
 P4 Celeron 320 2.4GHz 533 FSB	0	NEW	0	0	NL	 
 P4 Celeron 325 2.53GHz 533 FSB	0	HC	-9	5	HC	 
 P4 Celeron 330 2.67GHz 533 FSB	8	HC	21	10	HC	 
 P4 Celeron 335 2.8GHz 533 FSB	4	HC	2	45	HC	 
 						 
 P4 2.4GHz 800 FSB	0	BO	0	0	BO	 
 P4 2.6GHz 800 FSB	846		0	0	???	 
 P4 2.8GHz 800 FSB	2462		4167	0		 
 P4 3.0GHz 800 FSB	4470		6738	0		 
 P4 3.2GHz 800 FSB	354		400	150		 
 P4 3.2GHz 800 FSB EE	34	HC	196	75		 
 P4 3.2GHz 800 FSB EE 775	0	NEW	0	0	NL	 
 P4 3.4GHz 800 FSB	1020		-6	0	HC	 
 P4 3.4GHz 800 FSB EE	0	HC	105	45	C	 
 P4 3.4GHz 800 FSB EE 775	0	NEW	0	0	NL	 
 						 
 P4 2.4A Prescott 533 FSB	2189		1306	2715		 
 P4 2.8A Prescott 533 FSB	3518		2343	4825		 
 P4 2.8E Prescott 800 FSB	3638		1853	7485		 
 P4 520 (2.8E Prescott 775)	0	NEW	0	0	NL	 
 P4 3.0E Prescott 800 FSB	3250		7037	4080		 
 P4 530 (3.0E Prescott 775)	0	NEW	0	0	NL	 
 P4 3.2E Prescott 800 FSB	594		-2	1385	B/O	 
 P4 540 (3.2E Prescott 775)	0	NEW	0	0	NL	 
 P4 3.4E Prescott 800 FSB	0	N/A	0	0	???	 
 P4 550 (3.4E Prescott 775)	0	NEW	0	0	NL	 
  
 ** NOTES:						 
 						 
 P4 520-550 Socket T new on Distributor #1.						 
 The big blocks of XP 2400+, 2500+, 2600+ and 2800+ from Distributor #2 are sold through.						 
 Newcastle supplies are firming up.						 
 Starting to get more trickle down of Opterons into the channel.						 
 Strange quantities (bin splits) of Celerons in the channel.