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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (2991)	7/31/2000 10:00:46 AM
From: Scot	Read Replies (1) \| Respond to of 275872

Love the spin! Here's the link on the zdnet main news page: Intel retakes the speed lead 6:40 AM PT Its latest 1.13GHz Pentium III is the fastest chip, so far -- another phantom launch? Expect AMD to retalliate. The article: Intel retakes the speed lead By Will Knight, ZDNet (UK) July 31, 2000 6:43 AM PT URL: zdnet.com Microprocessor manufacturer Intel introduced a 1.13GHz Pentium III processor Sunday, beating arch rival AMD to the punch in the next round of clock-speed combat. The launch of the 1.13GHz chip -- the fastest clock speed consumer microprocessor to date -- is an important PR win for Intel Corp., which was beaten to the all-important 1GHz mark by AMD. Priced at $990 per unit in 1000-unit quantities, Intel says that the chip is available immediately although it concedes the chips will be in limited supply at first. "With the Pentium III processor at 1.13GHz, PC enthusiasts will be able to get the most out of the Web and the high performance applications they use today," says Bill Siu, vice president of Intel architecture group. Intel and AMD came in for criticism in the race towards 1GHz after repeatedly pushing forward launch dates in order to gain a superficial edge. Phantom launches Shortages of high-performance microchips at Intel have since been blamed on these phantom launches. An Intel spokesman however told ZDNet Monday that technological developments mean the same shortages will not be repeated. "The beauty of the 0.18 micron process is that it allows us to role out the microprocessor quickly," he says. This spokesman adds that Intel will immediately be able to meet the needs of high-power enthusiasts and that Intel will ship in volume later in the year. Intel's announcement is expected to kickstart the PR battle between it and archrival AMD once again. "Doubling megahertz used to take about 24 months but now it is down to about 12," notes Andrew Norwood, senior analyst at the GartnerGroup. "This is all down to competition between these two companies." AMD's follow up to the Athlon 1GHz is to be a 1.1GHz version. It will launch 28 August. A spokeswoman for AMD says this reflects of the company's actual ability to deliver the chip. "We're launching when we are ready to bring to market," she says

To: Scot who wrote (2991)	7/31/2000 10:25:16 AM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Scot, It looks like Wall Street is taking the upgrade and Duron announcement pretty hard. AMD has been providing too much consistent good news, and lacking in any of the necessary bad publicity required to make the stock move up. Perhaps if one of their major customers dropped AMD or some really bad press about performance, they could get a Rambus style bump up? Scumbria