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

To: Goutam who wrote (87960)1/18/2000 6:54:00 PM
From: Yougang Xiao  Read Replies (3) | Respond to of 1574557
 
HP quietly adopts AMD's Athlon chip
By Michael Kanellos
Staff Writer, CNET News.com
January 18, 2000, 3:25 p.m. PT
URL: news.cnet.com

True to its reserved, button-down culture, Hewlett-Packard has been quietly shipping consumer PCs containing AMD's Athlon
processor to select retail outlets and will likely begin to sell them via the Web by early March.

Since the beginning of the month, HP has been selling Athlon-based Pavillion PCs in Sam's Clubs and Costco stores, an HP
spokesman confirmed. HP is expected to start selling them on its Web site by late February or early March, sources have said.
Although wider distribution is likely, the decision to sell the Athlon systems online may not yet be final, the spokesman said.

With HP adopting the chip, AMD has now convinced four out of the top five PC makers to manufacture Athlon consumer systems.
Dell remains the holdout. Gateway said it would start using Athlon chips earlier this month, after deciding to not release an Athlon
PC last year. AMD could not be reached for comment.

HP's adoption of the Athlon chip is the latest victory for AMD, which will announce earnings for the fourth quarter tomorrow after the
market closes. AMD is expected to report earnings of one cent a share for the quarter, according to a consensus of analysts
compiled by First Call. Although this will amount to a profit of around $1.5 million, AMD hasn't posted a profit since the fourth quarter
of 1998. The company is expected to report losses for 1999 in the range of $350 million.

While AMD will likely report strong growth in flash memory, a significant portion of the comeback can be attributed to Athlon, a
performance PC processor that competes with Intel's Pentium III. Approximately 900,000 of the processors were shipped in the
fourth quarter, up from 200,000 in the previous quarter, according to Dan Niles, semiconductor analyst at Robertson Stephens.

Because of the relatively high price these chips carry, AMD's average selling price, or ASP, for microprocessors likely rose to $87,
he added ASPs are a heavily followed metric in the processor business. Last quarter, the company's ASP plunged to $65.

Despite the design win, however, many remain skeptical on the long-term outlook for AMD. In the past, Intel has stumped AMD's
growth by rapidly cutting prices. Around the same time last year, in fact, price cuts from Intel--intended to dry up sales of AMD's
K6-2 processor--turned AMD's profit picture around. The company went from two consecutive profitable quarters to three quarters of
losses.

The depth of HP's commitment is also unknown. The HP spokesman said that the current Athlon PCs are targeted to "value"
customers. In other words, HP is using Athlon in its lower-margin boxes. HP currently uses K6-2 chips in some of its
less-expensive desktops and notebooks Similarly, Gateway has adopted Athlon in its $1,299 PCs. While these deals can give AMD
market share, this segment of the market typically is less profitable than the performance segment.

"Long term, the company's execution record or lack thereof and an inability to maintain a competitive road map against Intel should
limit the price excursions beyond the stated levels," wrote Ashok Kumar, an analyst with US Bancorp, in a recent note.

The company is also in the midst of manufacturing changes, noted Mark Edelstone of Morgan Stanley Dean Witter. AMD is
migrating its chips to the more advanced 0.18-micron manufacturing process and ramping up a fabrication facility in Dresden,
Germany. These sort of changes have brought problems to other companies. The shortage of Intel chips in the fourth quarter, for
instance, came partially from that company's leap to 0.18-micron manufacturing.



To: Goutam who wrote (87960)1/18/2000 7:14:00 PM
From: Goutam  Respond to of 1574557
 
 Jan  17, 00

Table 2 - AMD Athlon MOBO (NO CPU ATHLON) Lowest Prices, #Listings - PriceWatch

         FIC       ASUS     MSI      GIGA     BCM      BIO      EPOX   
         --------- -------- -------- -------- -------- -------- -------- --------
11-07-99 $138,#39  $175,#7  $154,#16 $161,#8  $169,#6  $169,#5
11-14-99 $133,#41  $165,#16 $153,#17 $153,#10 $139,#8  $161,#5
11-22-99 $133,#43  $159,#24 $150,#17 $152,#11 $127,#9  $156,#5
11-29-99 $130,#46  $158,#30 $148,#17 $143,#14 $127,#9  $155,#5
12-06-99 $120,#44  $155,#36 $142,#17 $141,#15 $136,#9  $156,#7
12-13-99 $112,#47  $150,#43 $137,#20 $139,#15 $136,#9  $150,#6 
12-20-99 $109,#46  $148,#46 $134,#23 $138,#15 $136,#13 $134,#10 
12-27-99 $108,#48  $148,#47 $134,#23 $138,#15 $136,#10 $134,#13 
01-03-00  $99,#49  $147,#52 $134,#23 $130,#16 $136,#11 $134,#11  
01-10-00 $108,#47  $146,#48 $132,#23 $123,#20 $125,#11 $128,#12 
01-17-00 $108,#46  $143,#52 $134,#24 $128,#19 $125,#10 $121,#15  ETA Feb,00

             Athlon MOBO (NO CPU ATHLON )- Pricewatch
             ($xxx - lowest price,  ***** = #xx = No. of Listings)

    |**************************(#52, $143, Jan 17,00)
    |************************(#48, $146, Jan 10,00)
    |**************************(#52, $147, Jan 03,00)
    |************************(#47, $148, Dec 27,99)
    |***********************(#46, $148, Dec 20,99)
    |**********************(#43, $150, Dec 13,99)
    |******************(#36, $155, Dec 06,99)
    |***************(#30, $158, Nov 29,99)
    |************(#24, $159, Nov 22,99) 
    |********(#16, $165, Nov 14,99)
ASUS|****(#7, $175, Nov 07,99)
    |
    |***********************(#46, $108, Jan 17,00)
    |************************(#48, $108, Jan 10,00)
    |*************************(#49, $99, Jan 03,00)
    |************************(#48, $108, Dec 27,99)
    |***********************(#46, $109, Dec 20,99)
    |************************(#47, $112, Dec 13,99)
    |**********************(#44, $120, Dec 06,99)
    |***********************(#46, $130, Nov 29,99)
    |**********************(#43, $133, Nov 22,99)
    |*********************(#41, $133, Nov 14,99)    
FIC |********************(#39, $138, Nov 07,99)
    |
    |************(#24, $134, Jan 17,00)
    |************(#23, $132, Jan 10,00)
    |************(#23, $134, Jan 03,00)
    |************(#23, $134, Dec 20,99)
    |**********(#20, $137, Dec 13,99)
    |*********(#17, $142, Dec 06,99)
    |*********(#17, $148, Nov 29,99)
    |*********(#17, $150, Nov 22, 99)
    |*********(#17, $153, Nov 14,99)
MSI |********(#16, $154, Nov 07,99)
    |
    |*********(#19, $128, Jan 17,00)
    |**********(#20, $123, Jan 10,00)
    |********(#16, $130, Jan 03,00)
    |********(#15, $138, Dec 27,99)
    |********(#15, $138, Dec 20,99)
    |********(#15, $139, Dec 13,99)
    |********(#15, $141, Dec 06,99)
    |*******(#14, $143, Nov 29,99)
    |******(#11, $152, Nov 22,99)
    |*****(#10, $153, Nov 14,99)
GIGA|****(#8, $161, Nov 07,99)
    |
    |*****(#10, $125, Jan 17,99)
    |******(#11, $125, Jan 10,99)
    |******(#11, $136, Jan 03,99)
    |*****(#10, $136, Dec 27,99)
    |*******(#13, $136, Dec 20,99)
    |*****(#9, $136, Dec 13,99)
    |*****(#9, $136, Dec 06,99)
    |*****(#9, $127, Nov 29,99)
    |*****(#9, $127, Nov 22,99)
    |****(#8, $139, Nov 14,99)
BCM |***(#6, $169, Nov 07,99)
    |
    |********(#15, $121, Jan 17,00)
    |******(#12, $128, Jan 10,00)
    |******(#11, $134, Jan 03,00)
    |*******(#13, $134, Dec 27,99)
    |*****(#10, $134, Dec 20,99)
    |***(#6, $150, Dec 13,99)
    |****(#7, $156, Dec 06,99)
    |***(#5, $155, Nov 29,99)
    |***(#5, $156, Nov 22,99)
    |***(#5, $161, Nov 14, 99)
BIO |***(#5, $169, Nov 07,99)                                        2:1
    |
EPOX|*(#1, ETA mid Feb,00)
    |
    |==========================================(#167, +2%, 7 mobo mfgrs, Jan 17,00)
    |=========================================(#163, 0%, 7 mobo mfgrs, Jan 10,00)
    |=========================================(#163, +4%, 7 mobo mfgrs, Jan 03,00)
    |=======================================(#157, +2%, 7 mobo mfgrs, Dec 27,99)
    |=======================================(#154, +11%, 7 mobo mfgrs, Dec 20,99)
    |===================================(#141, +9%, 7 mobo mfgrs, Dec 13,99)
    |================================(#129, +6%, 7 mobo mfgrs, Dec 06,99)
    |===============================(#122 +12%, 7 mobo mfgrs, Nov 29,99)
    |===========================(#109 +12%, 6 mobo mfgrs, Nov 22,99)
    |========================(#97 +20%, 6 mobo mfgrs, Nov 14,99)
Tot |====================(#81, 6 mobo mfgrs, Nov 07,99)              4:1
    |-------------------------------------------------------------

Comments:
    [ Jan 10, 00  - Jan 17, 00]

 o Nothing significant happened from the last week.



To: Goutam who wrote (87960)1/18/2000 9:09:00 PM
From: Charles R  Respond to of 1574557
 
Goutama,

<o More resellers started listing Athlon CPUs near the lowest prices we saw
last week. We can pretty much conclude that these prices reflect
closely the forthcoming AMD cuts.

o The listings of Athlon 500 have been on a slow, but steady decline.

o The price differencec among 500 - 650 Athlons is very small and seems to
be based on $1 per each MHz increase.>

Thanks for the continued great job on the DD.

All the indicators are continuing to be good. Looking forward to tomorrow afternoon.

Chuck



To: Goutam who wrote (87960)1/18/2000 9:44:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1574557
 
Goutama - Major AMD AthWIPER Price Collapse !


800 750 733 700 667 650 600 550 500

01-17-00 765,#9 $633,#17 $495,#61 $297,#68 $247,#77 $198,#73 $173,#52
01-10-00 899,#2 $649,#15 A $499,#58 $299,#63 $249,#74 $199,#72 $175,#54 A
01-03-00 $820,#11 M $649,#54 $463,#64 $371,#71 $243,#70 $173,#55 M
12-27-99 $804,#12 D $651,#54 $488,#65 $385,#72 $249,#72 $177,#56 D
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

* INT=AMD == PIII %price drops required to match K7 prices

Paul



To: Goutam who wrote (87960)1/18/2000 10:02:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1574557
 
Goutama - AMD's 750 MHz AthWiper dropped $190 in two weeks !

AMD's 700 MHz AthWipey dropped $156 in two weeks !

What's going on ???

AMD is waging a Price Jihad - a Holy War !!!

C'mon AMDroids - where;s your OUTRAGE against AMD !!!

AMD is stealing your future profits by DUMPING their AthWIPEY's onto the market !

C'mon AMDroids - If Intel did this, you'd all cry FOUL - MONOPOLY - EXTORTION - you'd scream for the DOJ and FTC and the NBA to bail AMD out of deep doo-doo !!

C'mon AMDroids - where's your BLAST at Sanders for launching a NUCLEAR PRICE WAR ???!!!!

Paul


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