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


To: Charles R who wrote (86536)1/11/2000 12:28:00 PM
From: Goutam  Read Replies (3) | Respond to of 1572605
 
Chuck,

So, I guess that is the rationale for $150 target.

I was also surprised to see such a high price target based on WIN2000 release. I bought 200 INTC Jan 85 puts @ 1 5/16 this morning when INTC was at $92, and before I saw this upgrade :{ I based my decision to buy INTC puts based on steep price cuts of Athlon I noticed on Pricewatch. There is a possibility that I might eek out a small profit before todays market close ;-) I will post the updated Athlon CPU PW prices data in a while.

Goutama



To: Charles R who wrote (86536)1/11/2000 12:33:00 PM
From: tejek  Read Replies (2) | Respond to of 1572605
 
<He noted that during the last two major Microsoft upgrades to Windows 3.1 and Windows 95 in the early and mid-1990s, Intel stock increased 130 percent to 150 percent over a 12 month timeframe>

Charles, it has got to be one of the lamest reasons for an upgrade. This sudden bullish scenario on Intel is beginning to look a little suspect to me.....like the analysts are determined to force the stock up, one way or another.

I really don't think Intel's Q4 will be as good as they are predicting....but who knows?

ted



To: Charles R who wrote (86536)1/11/2000 12:59:00 PM
From: Goutam  Read Replies (3) | Respond to of 1572605
 
Chuck,

 Jan  10, 00

Table 1 - AMD Athlon & Intel Coppermines Lowest Prices / Listings - PriceWatch

800 750 733 700 667 650 600 550 500
INTEL -------- --------- -------- -------- -------- -------- -------- -------- --------

11-29-99 $799,#14 $778,#20 $621,#22 $591,#22 $422,#117 $219,#101
12-06-99 $789,#14 $777,#19 $609,#27 $584,#24 $417,#118 $311,#98 $219,#100
12-13-99 $779,#17 $749,#20 $580,#24 $560,#22 $415,#112 $309,#95 $217,#98
12-20-99 $778,#19 $727,#25 $576,#27 $559,#21 $415,#113 $308,#97 $227,#93
12-27-99 $769,#20 $734,#26 $576,#28 $559,#23 $415,#111 $308,#95 $226,#98
01-03-00 $769,#23 $730,#32 $576,#30 $559,#27 $419,#114 $303,#99 $223,#101
01-10-00 $763,#26 $719,#30 $576,#30 $557,#31 $418,#113 $303,#99 $223,#99
INT-AMD $220 $258 $169 $104 $48
01-10-00 $899,#2 $649,#15 A $499,#58 $299,#63 $249,#74 $199,#72 $175,#54
(794) (615) (438) (325) (232)

01-03-00 $820,#11 M $649,#54 $463,#64 $371,#71 $243,#70 $173,#55
12-27-99 $804,#12 D $651,#54 $488,#65 $385,#72 $249,#72 $177,#56
12-20-99 $859,#9 $651,#55 $491,#66 $389,#73 $253,#73 $178,#58
12-13-99 $859,#6 $651,#50 $483,#67 $381,#72 $253,#74 $183,#50
12-06-99 A $641,#48 $484,#68 $382,#72 $253,#69 $186,#50 A
11-29-99 M $652,#40 $495,#65 $392,#68 $254,#68 $193,#52 M
11-22-99 D $657,#41 $497,#64 $394,#67 $255,#68 $194,#51 D
11-14-99 $669,#36 $504,#60 $401,#64 $256,#68 $197,#43
11-07-99 $672,#29 $505,#53 $404,#56 $257,#61 $197,#39
11-02-99 $674,#25 $505,#53 $404,#55 $257,#60 $197,#41

Athlon CPU - Pricewatch
("___" = $xxx - lowest price, "***" = #xx = No. of Listings)

|_________________________($499, Jan 10,00)
|________________________________($649, Jan 03,00)
|_________________________________($651, Dec 27,99)
|_________________________________($651, Dec 20,99)
|_________________________________($651, Dec 13,99)
|________________________________($641, Dec 06,99)
|_________________________________($652, Nov 29,99) 20:1
|_________________________________($657, Nov 22,99)
|_________________________________($669, Nov 14,99)
|__________________________________($672, Nov 07,99)
|__________________________________($674, Nov 02,99)
|******************************(#58, Jan 10,00)
|******************************(#58, Jan 03,00)
|****************************(#54, Dec 27,99)
|****************************(#55, Dec 20,99)
|*************************(#50, Dec 13,99)
|************************(#48, Dec 02, 99)
|***********************(#46, Nov 29,99) 2:1
|*********************(#41, Nov 22,99)
|******************(#36, Nov 14,99)
|***************(#29, Nov 07,99)
700 |*************(#25, Nov 02,99

|_______________($299, Jan 10,00)
|_______________________($463, Jan 03,00)
|________________________($488, Dec 27,99)
|_________________________($491, Dec 20,99)
|________________________($483, Dec 13,99)
|________________________($484, Dec 06,99)
|_________________________($495, Nov 29,99)
|_________________________($497, Nov 22,99)
|_________________________($504, Nov 14,99)
|_________________________($505, Nov 07,99)
|_________________________($505, Nov 02,99)
|********************************(#63, Jan 10,00)
|********************************(#64, Jan 03,00)
|*********************************(#65, Dec 27,99)
|*********************************(#66, Dec 20,99)
|**********************************(#67, Dec 13,99)
|**********************************(#68, Dec 06,99)
|*********************************(#65, Nov 29,99)
|********************************(#64, Nov 22,99)
|******************************(#60, Nov 14,99)
|**************************(#53, Nov 07,99)
650 |**************************(#53, Nov 02,99

|____________($249, Jan 10,00)
|___________________($371, Jan 03,00)
|___________________($385, Dec 27,99)
|___________________($389, Dec 20,99)
|___________________($381, Dec 13,99)
|___________________($382, Dec 06,99)
|____________________($392, Nov 29,99)
|____________________($394, Nov 22,99)
|____________________($401, Nov 14,99)
|____________________($404, Nov 07,99)
|____________________($404, Nov 02,99)
|**************************************(#74, Jan 10,00)
|*************************************(#71, Jan 03,00)
|*************************************(#72, Dec 27,99)
|*************************************(#73, Dec 20,99)
|************************************(#72, Dec 13,99)
|************************************(#72, Dec 06,99)
|***********************************(#69, Nov 29,99)
|**********************************(#67, Nov 22,99)
|********************************(#64, Nov 14,99)
|****************************(#56, Nov 07,99)
600 |****************************(#55, Nov 02,99

|__________($199, Jan 10,00)
|____________($243, Jan 03,00)
|____________($249, Dec 27,99)
|_____________($253, Dec 20,99)
|_____________($253, Dec 13,99)
|_____________($253, Dec 06,99)
|_____________($254, Nov 29,99)
|_____________($255, Nov 22,99)
|_____________($256, Nov 14,99)
|_____________($257, Nov 07,99)
|_____________($257, Nov 02,99)
|*************************************(#72, Jan 10,00)
|************************************(#70, Jan 03,00)
|*************************************(#72, Dec 27,99)
|*************************************(#73, Dec 20,99)
|*************************************(#74, Dec 13,99)
|***********************************(#69, Dec 06,99)
|**********************************(#68, Nov 29,99)
|**********************************(#68, Nov 22,99)
|*********************************(#65, Nov 14,99)
|*******************************(#61, Nov 07,99)
550 |******************************(#60, Nov 02,99)

|_________($175, Jan 10,00)
|_________($173, Jan 03,00)
|_________($177, Dec 27,99)
|_________($178, Dec 20,99)
|_________($183, Dec 13,99)
|_________($186, Dec 06,99)
|__________($193, Nov 29,99)
|__________($194, Nov 22,99)
|__________($197, Nov 14,99)
|__________($197, Nov 07,99)
|__________($197, Nov 02,99)
|***************************(#54, Jan 10,00)
|****************************(#55, Jan 03,00)
|****************************(#56, Dec 27,99)
|*****************************(#58, Dec 20,99)
|*************************(#50, Dec 13,99)
|*************************(#50, Dec 06,99)
|**************************(#52, Nov 29,99)
|**************************(#51, Nov 22,99)
|**********************(#43, Nov 14,99)
|********************(#39, Nov 07,99)
500 |*********************(#41, Nov 02,99)
|-------------------------------------------------------------

Comments:

[ Jan 03, 00 - Jan 10, 00]

o There are big price drops (22% - 40%) in all speed grades of Athlon
except the 500MHz one. The lowest prices shown, were listed by only
one dealer with ETA of 1/24/00. The dealer also maintains separate
prices for immediate delivery of Athlons which come close to the
second lowest prices shown in the table on the line, next to the
current prices - enclosed in parenthesis.

o If the lowest prices shown in the table are any indication of up coming
price cuts by AMD, this shows AMD is in the driver seat for the
first time dictating the MHz prices in the market.

o Even though the price cuts look too steep, these cuts may actually
improve Athlons ASP, if 500MHz is dropped.


Goutama