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

To: tejek who wrote (74941)	10/11/1999 3:42:00 AM
From: tejek	Respond to of 1573213

Big day Tuesday; any word on numbers to dial to listen to intc's CC: Intel 3rd-Qtr Profit Seen Rising to 57c-Shr: Earnings Outlook Santa Clara, California, Oct. 9 (Bloomberg) -- The following is a summary of forecasts for No. 1 chipmaker Intel Corp.'s third- quarter earnings, expected to be released on Tuesday. Expected Earnings Intel's third-quarter profit is expected to rise to 57 cents a share, the average estimate of analysts polled by First Call Corp. A year earlier, it had earnings of $1.56 billion, or 44 cents. The year-ago per-share number reflects a 2-for-1 stock split in April. The company will take a charge of as much as $330 million, or 9 cents a share, in the quarter to cover in-process research and development for its purchase of Level One Communications Inc., which closed in August. Time Santa Clara, California-based Intel is scheduled to report earnings Tuesday after the close of U.S. markets. Behind the Numbers Intel is selling more microprocessors as sales of personal computers improve, driven by low prices and enthusiasm for the Internet. Though chip prices have fallen as well, Intel has been able to cut costs and boost profit because of efficient manufacturing and increased shipments. The company is making a profit on even its low-priced Celeron chips while rival Advanced Micro Devices Inc. loses money because Intel is able to produce so many more chips without the production problems that have plagued AMD, analysts said. Intel said in July that it expected third-quarter sales to be ''up slightly'' from the second quarter's $6.75 billion and gross margin to widen from 59 percent. The key to the stock's performance in coming months will be Intel's guidance about sales in the fourth quarter. That period usually is one of the company's best because of back-to-school and holiday PC sales. If Intel is guarded about its prospects, the stock could fall. What the Experts Say ''People are looking for a pretty good quarter,'' said Chris Chaney, an analyst at A.G. Edwards & Sons in St. Louis. ''It's the tone of the conference call that's a risk.'' Chaney, who rates Intel shares ''accumulate,'' expects sales of $7.3 billion in the third quarter, compared with $6.73 billion in the year-earlier period. Market Performance Intel shares have risen 28 percent so far this year, compared with a gain of 8.7 percent for the Standard & Poor's 500 Index and a decline of 36 percent for AMD. Previous Market Reaction Intel shares rose 4 percent on July 14, the day after the company reported second-quarter earnings and said it expected sales and profit to rise in the second half of the year. Oct/09/1999 13:55 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P.

To: tejek who wrote (74941)	10/11/1999 4:52:00 AM
From: Goutam	Read Replies (2) \| Respond to of 1573213

Ted and Kash, Check this link out, for the specs on ASUS K7M. The site also has a nice picture of the mother board. When you get to the page, scroll down the page to get to the ASUS K7M section. translator.go.com (Translated to English) ASUS K7M news (07 October 1999 - hours 20.36): This is one of more the waits cards mothers for Athlon, just why produced from Asus, up to now considered one between the 3 better manufacturers than Mobo. Of continuation eccovi the technical detailed lists and one small photo of the card: _ SlotA, support to the Athlon from 500Mhz to 1 Ghz. _ 751 AMD chipset North Bridge, _ AGP 2.0, 1X and 2x. _ Frequencies of buses available, from 95 to 150 and 100 to 125 to steps of 1 Mhz _ Support Ultra Dma/66 _ Door parallel ECP/epp _ 2 seriali doors UART to alt… speed. _ 3 slot for DIMM. _ 4 slot Pci, 2 slot ISA, 1 slot AGP or _ 5 slot Pci, 1 slot ISA, álot AGP (optional) or _ 6 slot Pci, 0 slot ISA, álot AGP (optional) _ Wake-on-LAN _ Wake-on-Ring _ AMR interface _ Integrated audio Chip AC' 97. _ 4 doors USB. _________________________________ Motherboard discussion_____ I think, AMD has made a right decision to leave motherboard manufacturing to it's partners. If AMD had pushed it's own motherboards in Q3 - ÿÿÿÿ a) There still would have been Mobo shortage in Q3. IMHO, AMD underestimated Athlon yields, its manufacturability (based on sudden over capacity and AMD's postponing of Dresden production). AMD has no way of correctly foreseeing the demand (especially DIY market) for Athlons. ÿÿÿÿ b) The support from the Mobo partners wouldn't have been any where near the current level of support we are seeing. ÿÿÿÿ c) It wouldn't have made any difference to Compaq, or IBM; because their intention all along was to make their own motherboards. Compaq has been waiting for a long time to regain the competitive advantage by making their own motherboards as it used to. Engineering, and R&D in motherboards were their strengths in the past in differentiating their products from others. ÿÿÿÿ d) AMD was not in a position to know, if Intel was going to be rational or irrational with PIII prices. It could've been disastrous for AMD, if Intel had made any deeper cuts in PIII prices than it already had. The Mobo situation is getting better day by day. The motherboard problem won't be an issue within a few weeks. In the short term it looks bad, but in the long term, the Mobo infrastructure built on cooperation with external partners is going to prove very beneficial to AMD (if Athlon becomes an exceptional success, new product launches, greater inertia of resistance to Intel's ploys, etc.) Chipsets_______ Here, I'm with Kash. AMD is better equipped, and has technical skills to come out with advanced chipsets than Tiwanese companies - VIA, ALI, SIS, etc. Athlon has a lot of headroom on its bus side for improved system performance. Chipsets with advanced Main memory interface, video and I/O intf can improve the system performance greatly, by taking advantage of Athlon's high speed FSB. It can also be a good revenue generating area, if Athlon becomes a huge success. Some how I feel that, AMD is going to take this direction at least with single CPU systems. Regards, Goutama

To: tejek who wrote (74941)	10/12/1999 12:31:00 AM
From: Ali Chen	Read Replies (3) \| Respond to of 1573213

Ted, <Fab 30 is a steal and can be used in several different ways to create revenue. I am sorry you can't see that. Instead of an albatross around AMD's neck, I think fab 30 is an uncut jewel.> This is really amusing how people do not see a value in the Fab30. I believe the Fab30 is critically important for AMD. Simple consideration: Intel is a dominant supplier of PC critical parts - chipsets and processors. Every OEM depend on Intel's favor in their plans and ability to deliver products to end users. There is mounting pile of evidence that Intel is using their dominance to depress development of Athlon's infrastructure. Therefore the potential overcapacity from Fab25 and Fab30 creates some insurance that if Intel engages its power and cut supply, AMD will be capable to fill the breach. The Fab30 is a simple warrant for any Athlon development and progress. Without this potential of 10M/Q, AMD is not a player in this market. Period.