Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Goutam who wrote (3800)	8/6/2000 9:32:21 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Goutama, Dan3 and Thread, Check this out! inqst.com This site appears to have files from the "Platform Conference" of July 18 & 19, 2000. All participants seem to be represented.(The *.asf files will play in the Windows Media Player.) Kindest regards, CrazyMan

To: Goutam who wrote (3800)	8/6/2000 9:37:57 PM
From: steve harris	Respond to of 275872

Goutama, AMD in their guidance amd.com stated their CPU totals for Q3 and Q4 said Anixter. "We plan to meet our goal of doubling shipments of seventh-generation PC processors to 3.6 million units in the third quarter, and again doubling shipments to 7.2 million units in the fourth quarter. We plan to commence volume shipments of 1.1-gigahertz AMD Athlon processors in the current quarter, with higher-speed devices to follow in the fourth quarter." Anixter said the company expects that total PC processor shipments, including AMD-K6® -2, AMD Athlon, and AMD Duron processors, could approach 7 million units this quarter and 9 million units in the fourth quarter. Q3 3.6 Athlons, 3.4 K6+misc Q4 7.2 Athlons, 1.8 K6+misc close? steve

To: Goutam who wrote (3800)	8/6/2000 10:18:14 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Goutama, <If true, this would bode well for AMD. It seems AMD is in a great shape to crank out high MHz Athlons in great numbers.> Agreed. 1.1G launch should be smooth and the associated drop in 1GHz and lower prices should compensate for Duron glitches. <Looks like AMD is gearing up to create market demand to be able to sell its planned production of 7.6M Athlons + Durons in Q4'00. Does any body here have an idea on how many K6xs AMD is planning for the next quarter(or total CPU units)?> If AMD plays its card right, most of the market share lost to Celerons in Q2/Q3 due to the disastrous Duron launch should be made up in Q4. Duron should be a killer Chrismas season product. As far as K6s in Q4 are concerned the guidance seems to suggest a number less than 2Mu. <By the time these supposed price cuts (September 5) take place, we may see some Duron SKUs from major OEMS. Next quarter going to be a great one with Durons 600-750MHz, Athlons at 800MHZ and above, at least three chipsets (VIA, ALI and AMD) - some with DDR SDRAM support, ATHLON SMP boards, etc.> Assuming decent ramp of Mustang, I wouldn't be surprised to aggressive MHz ramp on Durons this holiday season to make up for the lost time in Q2/Q3. That should help cut any threat of price moves by Intel to retain Celeron market share at the low-end. Chuck

To: Goutam who wrote (3800)	8/6/2000 10:29:29 PM
From: TechieGuy-alt	Respond to of 275872

Goutama, >>Looks like AMD is gearing up to create market demand to be able to sell its planned production of 7.6M Athlons + Durons in Q4'00. Does any body here have an idea on how many K6xs AMD is planning for the next quarter(or total CPU units)? According to the last CC, AMD Q3 shipments will "approach" 7 million units total and for Q4, "approach" 9 million units. TG

To: Goutam who wrote (3800)	8/7/2000 12:20:47 AM
From: Cirruslvr	Respond to of 275872

Goutama - RE: "By the time these supposed price cuts (September 5) take place, we may see some Duron SKUs from major OEMS. Next quarter going to be a great one with Durons 600-750MHz, Athlons at 800MHZ and above" Those price drops might actually come earlier than expected. I was checking out some website for prices on processors, and they said you could order a processor/motherboard combo now and get it shipped in mid-August at prices much lower than what they are going for now. For example, they had a 1GHz Athlon with fan/Gigabyte motherboard deal that would cost something like six something hundred dollars. The gigabyte motherboard sells for about $120 and a heatsink fan is about $15-20, so the price of the processor alone pretty close to what The Register is reporting. If the price drop is coming in mid-August, maybe we will see 1.1GHz earlier. Not that it makes much of a difference...