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

To: ptanner who wrote (107601)	4/24/2000 4:32:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1575718

ptanner, > Even we analysts at SSB got a dozen email requests from desperate Taiwanese brokers asking for product. Company policy does not allow us to take the CPUs out of our computers and sell them on the gray market. > Thanks for posting it. I particularly liked (not about intel having problems but about Athlons) this part from the article - Coppermine/Athlon. ================ Supply is improving, but slowly. Intel is having trouble getting PGA package materials from at least one of its suppliers (most speculation suggests it is Kyocera). And there are stories, though the company denies them, that it is having trouble with its flip chip packaging, which further restricts shipments of the on-board PGA Coppermine. We do believe, however, Intel's manufacturing shortages will ease as the year unfolds. For one, it now has five fabs running the 0.18-micron process, and will expand that to eight fabs by yearend, with the majority of micros running on that process by yearend. Second, as previously announced, it is increasing capital spending from an earlier estimate of $5 billion to a new estimate of $6 billion this quarter, which should begin to ease capacity by early next year. Athlon activity very strong. ===================== Last week's checks continued to find rave reviews for AMD's Athlon, from both OEMs and brokers. Both supply and demand seemed to be in good shape, which suggests good manufacturing yields for AMD. We understand AMD moved ahead of Intel and pushed through some price reductions last week. As such, the Athlon's average speed-for-speed discount in the gray market to the Pentium-III stretched from an already large 57% to an incredible 77%. We continue to believe that Intel's supply constraint issues are another positive for AMD and should allow the company to gain further ground. Goutama