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

To: pgerassi who wrote (107122)	8/6/2000 1:25:59 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Peter Principle - Re: "Durons have been available in the DIY markets in stock for over a month (10 pages worth). " Duh !!! That's because AMD has no customers of their own for this Turkey Launch !! You have the opposite situation for Intel - Intel has trouble meeting OEM demand for their high speed processors and their production of these is SOLD OUT !!! Get it? What rock you been hiding under ? "The first day of school is coming, but the Duron chip from Advanced Micro Devices won't be in class. Compaq Computer and Gateway, for instance, won't fit Duron into their product lines until the holiday buying season. " yahoo.cnet.com AMD's Duron will miss back-to-school rush By Michael Kanellos Staff Writer, CNET News.com August 3, 2000, 4:00 a.m. PT The first day of school is coming, but the Duron chip from Advanced Micro Devices won't be in class. Although it came out in June, the Duron processor, a budget version of the company's Athlon chip, won't appear in computers from major manufacturers until late September or October, an unusually lengthy gap. The delay, which usually lasts a few weeks at most, comes as a result of a wrinkle in the product design calendar. Compaq Computer and Gateway, for instance, won't fit Duron into their product lines until the holiday buying season. IBM sells a Duron computer, but only in Canada and Asia. "Back-to-school (computers) are out," a Compaq representative said. "The next rollout of product will be for the holiday season." An AMD spokesman acknowledged that Duron won't be seen much until the next retail PC refresh, which typically begins in October. Though the belated Duron onslaught is not likely to stop AMD's marketplace momentum, it may cause the company to give back market share to rival Intel. Duron is designed to compete against Intel's Celeron chip in the sub-$1,000 market. Currently, AMD's K6-2 competes against Celeron. AMD has already begun phasing it out, however, effectively creating a marketing vacuum. 62 messages C \| NET, your losing your biggest asset. Michael DK Intel and CNet Pinto AMD vs Intel Low End Vitor AMD vs INTEL Roy Lack of credibility, lack of truth, lack of morals... Mike KEEP UP THE EXCELLENT WORK AMD Rich4110 More commentary "Their market share at retail is going to look pretty ugly for a while," said Stephen Baker, an analyst at PC Data. "The only thing they will have in back-to-school is the Athlon. They will cede all of the sub-$800 market to Celeron." The lengthy gap between the release of Duron and its appearance in brand-name desktops stems in part from a mismatch between AMD's release schedule and the design cycles at PC manufacturers. Duron debuted in mid-June, right after most manufacturers had finished designing their computers for the back-to-school shopping season. School computers are being shipped to stores and will start appearing in ad specials in about two weeks. Consumer computer makers usually don't update their computers again until the holiday buying season rolls around, said Matt Sargent, an analyst at ARS. Typically, those holiday computers don't start showing up until October. "Mid-June was probably too late for the back-to-school time frame...It is surprising," Sargent said. "The brand names are absent." A Gateway representative said the company has plans for Duron "late in the third quarter." Duron chips have shown up in a few computers, but mostly from second-tier manufacturers or computer stores that build their own machines. The Duron dearth could also be related to the industry-wide capacity crunch. AMD is experiencing greater demand than it can satisfy. Although it opened a new manufacturing facility in Germany, only 30 percent of that new capacity is operational, according to AMD. As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources. A new 750-MHz Duron is expected to come out later this month. But even with the new chip, the old ones are not likely to become obsolete. The slowest Duron runs at 600 MHz and will still be fast enough for the budget bracket when the holidays roll around. "Six hundred, 650 MHz will be the low end through Christmas," Baker said.

To: pgerassi who wrote (107122)	8/6/2000 3:11:13 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Peter Principle - Looks like Intel has finally caught up with OEM requirements for the 1 GHz Pentium III. You can now get them on the streets of Tokyo !! "Intel's expected onslaught on the market with flip chip versions of its Pentium III Coppermine 1GHz processor has started, with versions now available in Tokyo's high tech zone, Akihabara. Price Watch Japan, which monitors the arrival of new technology in Akihabara, has information on the small core processors, which you can find here. " Enjoy !! theregister.co.uk Flip-chip 1GHz Pentium IIIs hit Japan By: Mike Magee Posted: 06/08/2000 at 10:51 GMT Intel's expected onslaught on the market with flip chip versions of its Pentium III Coppermine 1GHz processor has started, with versions now available in Tokyo's high tech zone, Akihabara. Price Watch Japan, which monitors the arrival of new technology in Akihabara, has information on the small core processors, which you can find here. The processors are currently being sold on the street for between ¥129,800yen(~$1,200) and ¥135,000yen (~$1,250), according to these pages. Thanks to Firewire for alerting us to the news. Supplies will begin to arrive to Intel's distributors, dealers and PC customers throughout the month of August