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

To: Cirruslvr who wrote (96927)	3/5/2000 4:19:00 PM
From: SteveC	Read Replies (3) \| Respond to of 1578995

I love the password for the AMD conference call tomorrow: Gigahertz By the way, Reuters is reporting: ======== Analysts, however, note that these chips will not be available in big volumes after they are launched next week and that only a handful of personal computer makers are likely to announce products designed with one gigahertz processors. ``I think it's chest-thumping more than anything else,' said Mark Edelstone, a Morgan Stanley Dean Witter analyst. Ashok Kumar, an analyst with US Bancorp Piper Jaffray, agreed. ``I don't think there is a big push from an OEM (original equipment manufacturer perspective) It's just bragging rights,' Kumar said. ``The sweet spot in the market is closer to 500 megahertz.' But because these will be the first processors on the market running at one gigahertz, the companies will be able to charge a premium, even if it is just for a short time. Keith Diefendorff, editor-in-chief of the Microprocessor Report, estimates that both one gigahertz chips will be priced around $900 or so, versus the most expensive Pentium IIIs, now priced around $850. Brookwood of Insight 64 has even higher projections, ranging from $1,200, $1,500, to even as high as $2,000. ``It is a huge milestone,' Brookwood said. ``In a couple of years we won't be talking about 800 megahertz...The machines you bought a few years ago will .8 gigahertz. The whole scheme of measuring will change. That doesn't happen very often.' ======== If AMD can release 1GHz chips in volume, the analysts will soon be singing a different tune. Intel's sweet spot may be in the 500s but AMD is cruising along at 650 and heading higher. The amount of free publicity AMD should receive over the next two weeks from this will be worth more than all the money AMD has spent on marketing the Athlon to date. By the end of the month, articles will start appearing saying that no one can really buy a 1GHz PIII, but the Athlon 1GHz chip is widely available. Intel is creating consumer expectations for a chip that hopefully only AMD will be able to supply (and which will provide for AMD its best ever ASP). I expect further analyst upgrades and a second pre-earnings suprise announcement from AMD.

To: Cirruslvr who wrote (96927)	3/5/2000 7:35:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1578995

Cirruslvr, Ed - RE: "MEDIA ALERT: AMD ATHLON? PROCESSOR ROCKETS TO 1GHz > On Monday, AMD is announcing it has commenced shipments of 1GHz AMD > Athlon? processors." > BBBBBBBBBB A M M !!! > B B A A M M M M !!! > B B A A M M M M !!! > B B A A M M M M !!! > BBBBBBBBBB AAAAAAAAA M M M M !!! > B B A A M M M M !!! > B B A A M M M M !!! > B B A A M M M M !!! > BBBBBBBBBB A A M M M !!! JJJJJJ JJJJJJ JJJJJJ JJ JJ JJ JJ JJ JJ JJ JJ JJ JJ JJ JJ JJ JJ aaa a JJ JJ aaa a JJ JJ aaa a JJ JJ a a a JJ JJ a a a JJ JJ a a a JJJJJ aaaaaa JJJJJ aaaaaa JJJJ aaaaaa OOO OOO OOO Goutama