SI
SI
discoversearch

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 : AMD:News, Press Releases and Information Only!
AMD 200.98+1.4%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: emil who wrote (3182)12/26/1997 9:33:00 AM
From: Dave Parr  Read Replies (2) of 6843
 
News - INTEL/AMD .25 transition & price cuts

WE BELIEVE THE PRICE CUT LARGELY REFLECTS THE FACT THAT AMD-$17 15/16-1 IN THE PAST 2-3 WEEKS BEGAN DELIVERING VOLUME QUANTITIES OF K6-233s. STILL, AT THIS DATE, THESE CUTS HAVE NO IMPACT ON 4Q RESULTS, AND OUR MODELS ALREADY ASSUMED THE P2-233 WOULD BE CUT TO $270 AT THE END OF JANUARY, SO THE ONLY REAL NEWS IS THE TIMING OF THE CUTS. THEY UNDERLINE A MORE COMPETITIVE PRICING ENVIRONMENT AND THE FACT THAT, TO SOME DEGREE, PRICING LEVERAGE HAS SHIFTED FROM THE SELLER TO THE BUYER.
THE GOOD NEWS: TIMING OF 0.25 MICRON TRANSITION APPEARS TO HAVE ACCELERATED BY 3-6 MONTHS AT INTEL, SLIPPED 3 MONTHS AT AMD. Intel management indicates the move to 0.25 micron will be nearly complete by year end 1998. That is about 6 months earlier than the apparent schedule 6/3/97 at their analyst meeting. AMD, meanwhile, had been scheduled to be 100% 0.25 micron my mid-1998, but we guess that has slipped by 3 months. So AMD has gone from a (Cont'd) INTC (Cont'd) p.2
claimed lead to claimed parity. THE REAL BATTLE IN 1998 WILL BE INTEL's PUSH TO 0.25 MICRON P2 SLOT 1 CHIPS VS. AMD's 0.25 MICRON K6 SOCKET 7. ALL THAT CAN BE SAID AT THE MOMENT IS THAT AMD IS STILL IN THE RACE.
lehman.com

....Happy Holidays, Dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News