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

To: Jim McMannis who wrote (5594)	8/18/2000 3:13:21 PM
From: Maverick	Read Replies (1) \| Respond to of 275872

Is AMD's Chip Better Than Intel's? fool.com

To: Jim McMannis who wrote (5594)	8/18/2000 3:39:00 PM
From: andreas_wonisch	Respond to of 275872

Jim, Re: Seems to me that Athlons are an easy sell in Germany. After all, they are made there and I suppose there is a certain amount of German pride and willingness to make Germany more of a semiconductor valley... Most Germans don't know about AMD at all (this is why AMD started the image campaign last month) and even fewer know about the Thunderbirds from Dresden. It will probably take some time until this changes. But at least the "enthusiasts" and PC magazines here like AMD a lot. In a recent poll from PC Welt over 70% stated that their next PC would be AMD powered. So things change slowly... BTW, the Dresden area is already a small "silicon valley" with fabs from other semiconductor firms like Infineon. The Saxony government is heavily promoting the area and was IMO very successfull with it. However, the German media don't repot much about it. When FAB30 officially went online early last month I didn't catch any TV reports about it (however, their was much media buzz when the FAB was founded). Do you know the % AMD vs Intel chips sold in Germany? I don't have any exact numbers but I believe it's pretty much the same as in the United States. (maybe even somewhat worse) Andreas

To: Jim McMannis who wrote (5594)	8/18/2000 3:43:10 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

The German market is certainly interesting for AMD. Census figures (admittedly from Jan 99) show that only 45% of households had computers, with 11% connected to Internet. Sounds like much scope for sales growth, given a population of 82 million, all comparatively well off from looking at the household analysis below. Lack of Durons on the shelves at Fry's may not imply the disaster that many have suggested. Maybe AMD are truly sold out for the quarter (as their PR has said repeatedly), just not necessarily sold in the US. Federal Statistical Office Press release December 20, 1999 -------------------------------------------------------------------------------- Continuous family budget surveys for January 1999 -------------------------------------------------------------------------------- The Federal Statistical Office is publishing the results of the continuous family budget surveys of Germany for January 1999: At the beginning of January 1999, about three quarters of all private households (74%) had at least one passenger car. 96% of the households were equipped with TV sets. More than 60% of those households had one, 30% two, and 10% three or more TV sets. Today, nearly two thirds (66%) of German households have video recorders. 45% of the households had personal computers in January 1999. In January 1999, 11% of the households had Internet access (1998: 7%). 11% of private households were equipped with modems for remote data transmission, and 5% had ISDN access. Almost every household had a telephone (99%), while just under 40% were equipped with answering machines in January 1999. 15% of the households had fax machines. About 45% of the households had dishwashers in January 1999. On average, 30% of all households were equipped with driers, and more than half of the households (53%) have microwave ovens today. -------------------------------------------------------------------------------- statistik-bund.de