Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

3:59 PM EST

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To: Petz who wrote (14753)	10/18/2000 12:13:02 AM
From: porn_start878	Read Replies (4) of 275872

John, I'm begining to fear that with this oversuply (and over inventory) situation, given that Intel has been blamed too often of doing paper releases on their higher end chips, They will ramp P4 more aggressively than we first though. It's obviously too late for Q4 and january'01 because I think it's a last minute decision. I now say it's probable that Intel ship 2.5-3 millions of P4 in Q1'01, then 4-5 millions in Q2'01. Not enough Rambus produced? Intel has already an oversupply of P!!! and has increased it's capacity migthly in the past 6 months. Gross Margin will suffer, but Intel won't sell celerlaMeete so the so-loved ASP will stay stable or even increase. Can't Intel do that? By that time the Ponys vs PIII will be a total carnage. Morgan from 900 to 1000 (moving north 1GHz at the end of Q1) at $75 ASP, cheap-integrated mobo's, TBird going between 1000-1200 at $125 ASP, Ponys from 1133 to 1466-1533 at $175 ASP, 760 performance-boosting DDR chipset. The problem lies again in the infrastructure : will the 266's be out and available fast, what about the memory, will those mobo support regular PC133 (if I'm not wrong the DIMMs have different pin number)? I expect AMD to continue the TBird for the whole Q1 since the infrastructure is already there. Intel is going to push P4 as fast as they can, why not 1.7GHz at the end of Q1. It will be a tough war, it's going to play hard. Arrgh! blood will flood in both camps The Apocalyptic

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