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

To: AK2004 who wrote (9408)	9/20/2000 5:34:27 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Albert, interesting report. It confirms our infrastructure concerns but it also dismisses the rumors that Compaq doesn't support AMD as much as in the past any more. It also suggests that there will be strong Duron support in Q4. More importantly, there appears to be no credibility to recent contentions that Intel's designs (mainly the Pentium-4), cannot hit the 2-GHz level next year Hm, looks like CSFB is reading SI (IIRC Scumbria stated something like this). <g> Andreas

To: AK2004 who wrote (9408)	9/20/2000 5:42:46 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

It does appear Intel's yields are not as high as it hoped for to date with its 1.13- GHz (and to a lesser degree its 1-GHz) processors. I do appreciate the dry wit of that analyst, Albert. Cheers, Dan.

To: AK2004 who wrote (9408)	9/20/2000 6:03:47 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: Credit Suisse report:<It does appear Intel's yields are not as high as it hoped for to date with its 1.13-GHz (and to a lesser degree its 1-GHz) processors.> Since the 1.13 GHz processor has a yield of *ZERO, I would say that is an understatement. However, demand has started to "lift off" with particular strength from servers and laptops, and stronger European orders for 4Q... Yet, just when it looked like the vultures on Intel might be right, corporate and European demand appear to have been resuscitated. ...and on AMD: It appears that thanks to Compaq, AMD will hit its unit target...this quarter.* Reading between the lines, I don't think this sudden demand to allow Intel to meet its guidance came from nowhere, nor did the alleged Compaq purchases so AMD could meet the 1.8M goal. They were achieved with price cuts. Overall this report makes both untrue and contradictory statements on AMD: AMD has closed the gap in terms of processor speeds now that it is getting good yields on its own 1-Gig chip. Ahem, forged ahead, not "closed the gap" we believe AMD also had a similar misallocation between its slot and socket lines, thereby preventing AMD from taking market share at Intel's expense. Too many/few of which? I'd like to know. it appears that OEMs continue to prefer AMD's Duron chips as a secondary source in the lower end products. Then they have a strange way of showing their preference! On the P4, the recent scuttlebut has been that 2 GHz is planned in Q2, I didn't dream that, did I? So this analyst's statement to the effect, "don't worry, Intel will be able to make a 2 GHz P4 in 2001" -- is less than impressive. EDIT - or was it just 1.7 GHz in Q2? Petz

To: AK2004 who wrote (9408)	9/20/2000 9:36:40 PM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

So, what's this guy smoking again? Last time I looked, it was Intel trying hard (and falling on its face) trying to "close the gap" with AMD. Not the other way around. The issue is mainly one of pride. For the first time in a decade, AMD has closed the gap in terms of processor speeds now that it is getting good yields on its own 1-Gig chip. And what about this BS: However, being successful in the microprocessor market is no longer just about having the fastest chips (as it was in the 1980's and early 90's), it's also about having the supporting chipsets, motherboards, and marketing clout Last time I looked, Intel's chipset market share dropped from the 90's to below 50% these days. That doesn't sound like they are being too successful there either. I guess there is a lot of money to be protected that is invested in Intel. (about ~400billion worth). TG (in a cynical mood)