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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (102599)	4/18/2000 11:16:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

tony, re: eco 101 Intel is running full blast and will produce similar units to last quarter. AMD latches onto surplus demand and grows rapidly - PROBABLY DOUBLING Intels earnings.share in Q2. Now AMD is ramping a cu fab and also a 0.13 process by Q4 will start ramping. How the HECK does Intel compete with a old 0.18 micron process that just ramped up by year end. And cu doesn't mix well with Al in the same fab. Intel is in a world of hurt: Inept management. Dumb acquisitions - BILLIONS of DOLLARS and no revenues YOY. Out of date Mfg capacity. And if you think that low volumes in q4 2000 of WILLAMETTE with DUAL RAMBUS channells are gonna stay the ATHLON tide you need to stop smoking the wacky weed. And as an Intel shareholder you should be pissed: They LIED to everybody when they said ramp was great, yields were great in Q4. Clearly the shipped NO more CPU's in Q1 than Q4 and even had lower IABG revenues than Q499. regards, Kash.

To: Tony Viola who wrote (102599)	4/18/2000 11:24:00 PM
From: Joe NYC	Respond to of 186894

Tony, I understand AMD has significant quantities of Athlons in inventory I don't think anyone knows what the real story with those is. These may in fact be the new generation Spitfire and Thunderbird parts that will be announced within a month or 2. What happens when Intel can meet all demand (if they can) I am sure Intel will be able to sell all of the chips they make. Even IDT and Rise always sold all the chips they made, even if though the prices might have been $20 to $40 per chip. In 2H, Intel products will be very weak: weakened by old age (Coppermine), infancy (Willy) and self-inflicted wounds - RDRAM + Intel chipset division. Joe

To: Tony Viola who wrote (102599)	4/19/2000 12:26:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

"It's either lower price or raise more inventory for AMD" No more calls, please, we have a winner. Posted 18/04/2000 5:30pm by Mike Magee AMD takes axe to Athlon prices As predicted here, AMD will slash the prices of its Athlon microprocessor on 24 April, further applying pressure on Intel's margins. The cuts are a prelude to AMD's introduction of its Spitfire and Thunderbird microprocessors, now expected towards in June. Prices to PC manufacturers will be as follows. The 650MHz Athlon will cost $170, the 700MHz $197, the 750MHz $250, the 800MHz $330, the 850MHz $430 and the 900MHz $595. These prices are for quantities of 1000. We also now have details of distributor dealing pricing. The 600MHz Athlon will be $162, the 700 $190, the 750 $244, the 800 $324, the 850MHz Athlon $433, the 900MHz $595, and the $950, and the 1000MHz, $1044. For boxed versions with three year guarantees, add another $15 or so, more for the higher specced parts because of more expensive heatsinks. Our information is now that that 600 is at the end of its life, which is why it and 650 are the same price. theregister.co.uk

To: Tony Viola who wrote (102599)	4/19/2000 12:29:00 AM
From: Mani1	Read Replies (3) \| Respond to of 186894

Tony re << I understand AMD has significant quantities of Athlons in inventory>> If you think there is bunch of Athlon's on the shelf waiting for buyers at AMD's warehouse you are WRONG! Let me explain. Due to various manufacturing and inventory issue a semi manufacturer must have several weeks worth of supply in its channel. This is true for all manufacturers including Intel. Now if a product is ramping, like Athlon is, the unit supply (not days supply) in the channel MUST INCREASE so that the number of days for inventory turn does not decrease. So as long as AMD is ramping the Athlon it must manufacture more than it "sells" to keep up the number of supply days available in the inventory constant. This is a very simple concept and I am surprised why so many people are having problems with it. The best I can tell, AMD has about 400K Athlon's in inventories throughout various channels. Considering that Athlon run rate is now about 600K per month, this corresponds to inventory of 20 days! 20 days is very lean, much less than the industry average, even at boom times like now. A small fluctuation in the supply channel and there is no CPU to supply to the OEM's. So all this talk about AMD having Athlon's but no customer to sell them to is hog wash. It is just BS talk by people who have blind faith in Intel and who have failed to understand this very fundamental concept. It is so easy to stick your head in the sand, and pretend the only reason that Athlon, which clearly have superior FPU, is gaining market share is because demand is great. Mani