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

To: Scumbria who wrote (99053)	3/20/2000 10:14:00 AM
From: Goutam	Read Replies (2) \| Respond to of 1575498

Scumbria, AMD orders remain strong - post from Yahoo (Thanks to Boris for the link): (link to the Yahoo post:) messages.yahoo.com ____________________________ The Semi Beat: CPU trading firm; Industry remains strong Salomon Smith Barney Saturday, March 18, 2000 --SUMMARY:----Semiconductors Demand for high-end microprocessors was firm last week. Low-end CPUs remained flattish. Overall industry fundamentals remain intact as checks point to a strong finish to the March quarter as well as solid backlog trends for the June quarter. --OPINION:------------------------------------------------------------------ Firm demand for Pentium-IIIs. Last week's checks of the processor market suggest continuing firm demand in the overall market. Most gray market brokers we spoke with reported flat business week-over-week as Intel's (INTC, 1M) average high-end premium to list pricing pulled back slightly from 7% to 5%. The overall supply situation continues to improve on the margin, with brokers short and OEMs in supply. Availability in the gray market remained tight, with virtually no brokers getting Pentium-III chips over 733MHz. Our checks with various OEMs, however, found business tracking to plan while availability for Intel processors is good. Only 1GHz Pentium IIIs appear to be tight. Intel reportedly will release an 866MHz P-III this week. Like with the 1GHz chip,OEMs are not likely to get an ETA for the parts. OEMs are instead offering to put customers on a calling list in order to be notified when the new chips arrive. Athlon volumes continue to build. Once again last week, our checks with brokers, motherboard vendors and OEMs found a growing interest in AMD's (AMD, 1S) Athlon chips. We found brokers complaining of Intel supply and at the same time noting strong demand for the Athlon. OEM sentiment was similar. One board maker we spoke with reported that his company, up till now an all-Intel shop, would finally be releasing a board supporting Via's Apollo Pro chipset, the company's upcoming chipset supporting the Athlon. Anecdote also suggested that boards supporting Via's KX133 and the AMD750 chipset, both Athlon compatible, were seeing strong demand in the channel. In addition, checks at Gateway (GTW, 1H) found lead times for their 1GHz Athlon based systems in the two week range, slightly higher than last week but, unlike Intel's 1GHz, still in sight. Low-end CPUs flat. As has been the trend for the last six weeks, our checks of the low-end of the processor market found a relatively flat level of demand. Broker sentiment remained fairly benign for the low-end chips with most interest still centered around the higher end. Interest in AMD's K6 family was slightly more than flat as demand for the K6-3 450, which is being end-of-lifed, remained strong and supply low. Indeed, gray market pricing for the 450 rose another 20% last week. Goutama

To: Scumbria who wrote (99053)	3/20/2000 10:21:00 AM
From: niceguy767	Read Replies (2) \| Respond to of 1575498

Scumbria: Re: "$60 in the very near term! I hope you are right. I just picked up some more April 60's." Comment: $60 before earnings release on April 12, and $70 by April 20 (probably April 13)!

To: Scumbria who wrote (99053)	3/20/2000 10:22:00 AM
From: milo_morai	Respond to of 1575498

MOBILE AMD PROCESSOR TO POWER COMPAQ COMMERCIAL NOTEBOOK PC SUNNYVALE, CA--MARCH 20, 2000--AMD announced today that the 475MHz Mobile AMD-K6©-2 processor will power the new Compaq Notebook 100 PC from Compaq Computer Corporation. Targeted at the commercial market, this notebook delivers outstanding computing performance at an affordable price. "AMD is pleased to continue to support Compaq Corporation with the Mobile AMD-K6-2-P family of processors," said Steve Lapinski, director of product marketing for AMD's Computation Products Group. "With the announcement of the Compaq Notebook 100, the Mobile AMD-K6-2-P processor is available to a broader segment of the commercial market." "The Compaq Notebook 100 is the most affordable member of our commercial notebook family," said Ken Willett, Vice President and General Manager, Portable PC Division at Compaq Corporation. "With its focus on the needs of small and medium business and education, it joins great technology and Compaq quality with the right bundled software and the right price--just over $1000." The new Compaq Notebook 100 offers a thinner and lighter form factor with three-spindle support, 12.1" SVGA HPA and TFT panels, 2x AGP graphics with 4MB or 8MB SDRAM, 24x Max CD-ROM and a 5.0 GB SMART hard drive. The notebooks are available now directly through Compaq, a participating value-added reseller or an authorized direct mail reseller. About The Mobile AMD-K6©-2-P Processor Family The Mobile AMD-K6-2-P processor with 3DNow!? technology delivers excellent performance for today's demanding Microsoft© Windows© compatible office applications. The 9.3-million-transistor Mobile AMD-K6-2-P processor is manufactured on AMD's 0.25-micron, five-layer-metal process technology using local interconnect and shallow trench isolation at AMD's Fab 25 wafer fabrication facility in Austin, Texas. The Mobile AMD-K6-2-P processor is packaged in a Super7- platform-compatible, 321-ceramic pin grid array (CPGA) package using C4 flip-clip interconnection technology. About 3DNow!? Technology 3DNow! technology, developed by AMD, was the first innovation to the x86 architecture that significantly enhanced floating-point-intensive 3D graphics and multimedia applications. 3DNow! uses single instruction multiple data (SIMD) and other performance enhancements to provide a compelling visual computing experience. The worldwide installed base of 3DNow! technology-enhanced PCs has grown to more than 20 million desktop and notebook systems spanning all price points. Support for 3DNow! technology exists today in leading industry-standard application programming interfaces (APIs), including Microsoft's DirectX 6.0 and 7.0, and SGI's OpenGL APIs. In addition, numerous hardware and software products have been optimized for 3DNow! technology. For a detailed list of hardware and software products that support 3DNow! technology, visit the AMD web site at www1.amd.com. Leading software titles optimized for 3DNow! technology are available online at the 3DNow! Technology Aisle on Chumbo.com. Contact AMD Public Relations amd.com