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

To: peter_luc who wrote (4733)	8/12/2000 9:27:01 AM
From: Daniel Schuh	Read Replies (3) \| Respond to of 275872

Meanwhile, the P4 plot thickens: Pentium 4 held up by lack of chipset, memory support Aug. 11, 2000 (Electronic Buyers News - CMP via COMTEX) -- Intel Corp., Santa Clara, Calif., has delayed the launch of its first Pentium 4 processor, code-named Willamette, until late in the fourth quarter, according to a financial analyst. In a report to clients, Jonathan Joseph of Salomon Smith Barney Inc., San Francisco, said the Pentium 4-originally expected to debut in the third quarter-is being delayed until adequate supplies of the Tehama chipset and Direct Rambus DRAM are available. A Pentium 4 follow-on, code-named Northwood, will debut in the third quarter of 2001 for the mainstream desktop PC, according to Bert McComas, an analyst at InQuest Inc., Gilbert, Ariz. ebnonline.com This was posted by Don Green on the Rambus thread, Message 14203266, but I couldn't find the story on the EBN web site. Very interesting, I say. Cheers, Dan.

To: peter_luc who wrote (4733)	8/12/2000 1:50:35 PM
From: Daniel Schuh	Respond to of 275872

Peter, do you think Intel would ever be nice to AMD, if and when they happen to be, in the future, in a position to extract "bitter revenge"? Regardless of what AMD does pricewise now? I think that's somewhat at variance with history. Intel does what it can, and AMD should, too. If AMD is in position to make a lot of money selling ghz parts for $500, it should. I don't think it's very probable that leaving production capacity idle to be nice to Intel would ever have any tangible benefit. Cheers, Dan.

To: peter_luc who wrote (4733)	8/12/2000 5:57:03 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

Peter, As far as I am concerned AMD's price cut of the 1GHz processor is the best news I have heard in a long while. It means AMD have a lot to sell and they are now ready to increase volumes. ASPs on this chip are great. Intel really have no answer. 1GHz is the top end of the PIII yield, in the "dead zone" that the article you posted was going on about. The second half of Q3 and all of Q4 will be great for AMD.

To: peter_luc who wrote (4733)	8/12/2000 6:14:42 PM
From: Goutam	Read Replies (1) \| Respond to of 275872

Peter, > Chung, I am not convinced that these drastic price cuts were a good idea. The "prohibitive" high price of the P3 1000 was a clear offer of armistice by Intel. Both sides could have been living well with that situation. Now Intel has no other choice than to react to the new price war initiated by AMD - and it will react, see theregister.co.uk Besides, nobody knows how the situation will be after the P4 launch. AMD's recent price move could lead to eventual bitter revenge by Intel.> AMD has done this(Athlon price reductions on its own) before many times. This is not a price war. Actually, this is great news in many respects. These price cuts show that AMD is in a commanding position to dictate its own prices. AMD is using these price cuts as an effective tool to further its market share. The company is priming the consumer sweet spot to higher MHz that it can deliver in high volume accompanied by an equal Infrastructure support . To me, these price reductions are a clear and strong indication of how confident AMD is with Athlon binsplits, yields, Dresden ramp, and the infrastructure support. IMO based on the new prices, AMD is setting up the stage for Thunderbirds 1GHZ and above speed grades, and Durons below 1GHZ space by the year end. They are setting up for a phenomenal Q4'00. If a pricewar is imminent in the future, it's better for AMD to be proactive now with the price cuts. It allows AMD to increase its consumer market share, and to get a foot hold in the commercial sector. Increased market share will put AMD in a better shape than ever to weather any future price wars that are being predicted by the press. Goutama

To: peter_luc who wrote (4733)	8/12/2000 6:55:06 PM
From: Chung Lee	Respond to of 275872

Peter >>I am not convinced that these drastic price cuts were a good idea. The "prohibitive" high price of the P3 1000 was a clear offer of armistice by Intel. I found it hard to believe that Intel "allowed" AMD to profit from high end processors, for what? to build up AMD war chest? to groom a stronger competitors? Do you believe that Intel has held back the P3 1 GHz parts to benefit AMD? Do you believe that Intel would not want to see AMD just barely break even at best or lose money and hanging by a thread but not killed. It remains to be seen tomorrow whether Intel would cut 1 GHz to $500 and at the same time make them widely available, just price cut on unavailable items don't count, if it does then it would prove your case and all AMD holders should all cry uncle.