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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (69908)	8/25/1999 11:46:00 PM
From: steve harris	Respond to of 1572207

All, it appears the German section of AMD website is changing, a lot of new pages. search.amd.com Also a chart of comparison I can almost figure out. amd.com Maybe we'll get some new reading material tomorrow. steve

To: Charles R who wrote (69908)	8/25/1999 11:48:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572207

Charles, Re:"Intel turning from gorilla into a dog" I totally disagree, Intel is still the gorilla in this game. AMD will ship many fewer processors in 2H 99 vs 2H 98. Cyrix will ship negligible processors in 2H 99 vs 2H 98. Their segmentation ploy has worked remarkabley well. Assuming the follwoing volumes and splits: 12M Celerons at $75 ASP = $1Bn in sales. 12MIII's at $300 ASP = $3.6Bn in sales. 1.5M Xeons at $1000 ASP = $1.5Bn in sales. Misc Flash/chipsets etc = $1.5Bn in sales. I can see that they may well have blow out numbers. I see flash roaring ahead. I see Xeons up 50% in volume from last year with no imminent pricing pressure till Q1 2000. And note 25.5M units/qtr is probably low. Even if you drop the celeron pricing by HALF to $35/chip you still see no major erosion of margins. I tend to agree with some of your comments on Intels strategic blunders re: RDRAM and Merced and camino and Graphics cards but the overall management is so good they will probably turn a disaster into a strategic weapon ala Celeron. But AMD and Cyrix and IDT and Rise's performance is so ABYSMAL that Intel faces only 1 major competitor - AMD. In addition Compaq has flubbed Alpha and PowerPc is nowhere in sight very much. I see great potential for AMD to become a solid number 2 player in the CPU biz but all this stuff on the imminent demise of Intel is surely misplaced. regards, Kash

To: Charles R who wrote (69908)	8/26/1999 1:16:00 AM
From: Joey Smith	Read Replies (2) \| Respond to of 1572207

Charles, you might want to revisit your "Intel is a dog" campaign when you compare the cost/performance of Coppermine with Athlon. You might be surprised.... Good Luck! joey

To: Charles R who wrote (69908)	8/26/1999 1:17:00 AM
From: Petz	Read Replies (1) \| Respond to of 1572207

Charles, good summary of what has happened over the past year. At this point it does not appear that AMD will have a production problem with the 0.25 Athlon. Would you agree that Intel's "leapfrog AMD" strategy should be to push to the 0.13 proess as quickly as possible, and to bring out lots of large cache server chips? Petz

To: Charles R who wrote (69908)	8/26/1999 2:00:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1572207

Chuckles - Re: "I took some time to expand on why I thought Intel has turned from a gorilla to a dog." Really Brilliant - and Intel just set its 17'th ALL TIME HIGH in 2 months ! The Freight Train Known as Intel Keeps on Rolling. AMD is kicking Intel's butt up and down the Silicon Valley ! Paul {========================} Stock of the Day Aug 25, 1999 The Freight Train Known as Intel Keeps on Rolling. by Adam Lowensteiner and Glenn Curtis (08/25/99) Surging demand for its chips has sent shares of Intel (Nasdaq:INTC - news) bounding ever higher since late June. The semiconductor titan has made 16 new highs in the last two months. In all, shares of Intel have advanced about 68% in less than three month's time. Quite a run for a cyclical stock. Indeed, for two years prior to the recent run, shares were stagnant. But hot sales for the chip maker's new Pentium III chip, coupled with robust PC sales, has led analysts to unanimously boost their ratings and earnings estimates. And analysts now predict that this should all lead to a blowout for the fall as well. If demand can grow during the weaker summer months, investors are betting that the fall can even produce better results, not just for the PC makers, but especially the chip makers. Intel is in a good position at this point, as it offers a variety of chips at competitive prices. Also, with demand in the PC market picking up a bit, Intel can charge more for its higher-end chips in order to keep up with the demand coming from the PC makers. If price boosts stick, margin improvement could juice the bottom line further. Key drivers for the remainder of the year: Volume shipments of Intel's Xeon processor and Profusion chip set. 'This will be the first quarter that file server OEMs will be able to ship 4-way Xeon servers in volume,' noted John Lazlo of PaineWebber in a recent report. The ongoing build out of the internet is crucial to stimulate demand for file servers which utilize these robust chips. Later next year, Intel's more powerful Merced chip should succeed the Xeon, driving margins yet higher. These chips serve as a reminder that Intel is diversifying away from bear-and-butter PC chips into higher-priced end products. With Intel grabbing the server market, it should solidify future growth for the company, as well as giving it a better multiple that its has earned in the past. Thanks to huge profits garnered this decade, Intel has amassed a tidy $10 billion in cash on its balance sheet. Company execs haven't been shy about using that cash to snatch up key technologies in years past. Much of those acquisitions, and deals yet to come, should help Intel aggressively attack the market for smaller computing devices. Wall Street expects Intel to earn $0.56 per share in the third quarter ending September. According to analysts, the chip maker is on track to earn $2.27 per share this year and $2.66 in 2000. But there could be some upside to these estimates if the company's products take hold as expected. PaineWebber analyst, John Lazlo estimates that Intel will earn $2.78 per share in 2000. The reason: The company's efforts to "capture more revenues and profits from the rapidly growing workstation and file server markets." According to Mr. Lazlo these markets are expected to grow by 25% to 30% over the next several years as servers take up a larger portion of the Internet infrastructure. Bottom Line: Intel is hot. Product demand both in the short and the longer-term should drive the shares to even higher levels. This stalwart still has enough wind in its sails and promise in its wares to continue to enrich shareholders into the next century. For more in-house professional stock analysis and commentary, visit us at Individual Investor Online. Archives: [ Tue Aug 24 \| Mon Aug 23 \| Fri Aug 20 \| Thu Aug 19 \| Wed Aug 18 \| more ] Enter one or more ticker symbols, or you may look up the symbol by company name.