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

To: kash johal who wrote (6145)	8/22/2000 5:34:19 PM
From: chic_hearne	Read Replies (1) \| Respond to of 275872

Re: Willy die size Kash, I have trouble believing this is true. My gut tells me we are being set up for a letdown by some moron that accidently put a 2 instead of a 1 at the front of 217. There's a whole crew of people from the Almaden research center that are at the IDF now. IBM wouldn't foot my $895 entry fee. ;-( I should be able to confirm this one way or the other on Friday or early next week. chic

To: kash johal who wrote (6145)	8/22/2000 5:46:34 PM
From: Maverick	Respond to of 275872

P3 has at most 1 iter left,P4 won't have SDRAM version until 3Q01 AMD Introduces 1.1GHz Athlon electronicnews.com Systems to ship on Aug. 28 by Jayant Mathew Advanced Micro Devices Inc. (AMD) last week introduced Athlon microprocessors that run at 1.1GHz and announced that PC OEMs will debut systems featuring the chip on Aug. 28. The chipmaker also announced broad price cuts for earlier versions of its Athlon and Duron chips. With the addition of the 1.1GHz version, AMD can effectively increase its market share in the desktop PC market. AMD has built a diverse portfolio extending from 800MHz to the 1.1GHz Athlon at the high-end, while its Duron targets the sub-$1,000 economy segment with speeds from 600MHz to 700MHz. Even though it reached the 1GHz plateau ahead of Intel, AMD's 1.1GHz Athlon still falls slightly short of archrival Intel Corp.'s 1.13GHz Pentium chip, introduced a couple of weeks ago. So, for now, Intel has the bragging rights for the fastest clock-speed microprocessor in the PC market. Although most industry observers feel that the PC market is saturated, AMD can continue to chip away at Intel's once monopolistic share of the PC market. In fact AMD's outlook for the PC market is so strong that it said it is on track to ship 3.6 million units of its seventh-generation PC processors this quarter, and double that to 7.2 million units in the fourth quarter. AMD expects its total PC processor shipments including AMD Athlon, AMD Duron, and AMD K6-2 processors to approach seven million units this quarter and nine million units in the fourth quarter. Since Intel's 1.13GHz part will be available only in limited quantities, analysts believe AMD can make strides in the desktop market by shipping more high-speed Athlons from its Dresden fab. There is more good news for AMD because the Pentium III has, at most, one iteration left. AMD is also expected to introduce 1.5GHz Athlons by the 1st half of next year.[Jerry said by the start of '01] The company can also take comfort from the fact that, although Intel's Pentium 4 is expected to debut at 1.4GHz with Rambus memory, the cheaper, more mainstream PC with SDRAM is only slated for the third quarter of next year. This gives the Athlon more time to target the desktop segment. Analysts believe that the price of the classic Athlon is getting closer to that of the Thunderbird, indicating that AMD's transition from the classic Athlon to the Thunderbird version is almost complete. AMD also cut prices across the board in time for the strong second-half PC season. Although Durons will not be available for the back-to-school season, the cheapest one has dropped to as little as $79 in volume quantities. Similarly, the 800MHz Athlon, the cheapest model, is priced at $215. AMD said PC makers including Compaq, Fujitsu, Fujitsu-Siemens, Gateway, Hewlett-Packard, IBM and NEC will offer AMD Athlon-based PCs. The 1.1GHz chip is priced at $853 each in 1,000-unit quantities.

To: kash johal who wrote (6145)	8/22/2000 6:23:15 PM
From: Mani1	Respond to of 275872

Kash re <<AMD will own majority of high end desktop till mid 2001 at least.>> And hopefully a big chunk of the mobile performance market as well. Also as AMD shows long term viability, they become more and more attractive as a business partner. AMD should also have some business SKU design wins by major OEM by mid 2001. AS AMD makes more and more money, they can invest more in R&D, and that makes them more able to compete with Intel longer term. AMD is not yet a big player compared to Intel, but they are no longer just a footnote next to Intel. Mani