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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (125256)	10/4/2000 12:38:33 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571042

Hot off the press... ZDNET Looks like if 3380 held on the NAZ today might be a good day to buy... October 4, 2000 12:26pm AMD readies new Athlon, Duron chips By John G. Spooner ZDNet News Advanced Micro Devices Inc. is keeping up the pressure on chip rival Intel Corp. AMD will shortly introduce faster Athlon and Duron chips for desktop PCs. Sunnyvale Calif.-based AMD will dog Intel with frequent releases of faster Athlon chips, starting with a 1.2GHz Athlon slated for introduction late this month, sources said. AMD Chairman and CEO Jerry Sanders stated recently that it's his goal for the company to reach 1.5GHz with a desktop Athlon in January. To meet the goal, AMD will ship faster Athlons approximately every five to six weeks. The 1.2GHz is the next step towards that goal. A faster Duron chip, running at 800MHz, will join it, sources said. The company is also working to increase overall performance for desktop PCs based on Athlon with a new chip set. The AMD 760 chip set, which will sport a faster 266MHz system bus and support for higher-bandwidth Double Data Rate SDRAM, will be available before the end of the year. The new memory, called DDR SDRAM, offers higher bandwidth than the 133MHz SDRAM used now in AMD PCs. The system bus provides a data pathway between the processor and system components, such as memory. Duron chip to follow The chip set and memory improvements, while they will make for faster PCs, will carry only a very small price premium, AMD officials have said. For lower-cost AMD systems, AMD is expected to introduce an 800MHz Duron chip, along with the 1.2GHz Athlon. Micron Computer Corp. was the first major PC maker to announce a Duron-based desktop in the United States, but other PC makers are expected to begin shipping PCs based on the chip shortly. AMD officials would not comment, citing the company's earnings quiet period. AMD reports earnings a week from Wednesday. While AMD is hitting on all cylinders, Intel has sputtered of late, with the recall of its 1.13GHz Pentium III and more recently a slip on the launch date of its Pentium 4 chip. The company delayed the release of its Pentium 4 chip, which had been expected in the last week of October, until late in November, due to problems with its accompanying Intel 850 chip set. The company's 1GHz Pentium III is just now becoming available in volumes

To: Joe NYC who wrote (125256)	10/5/2000 12:15:27 AM
From: Charles R	Read Replies (1) \| Respond to of 1571042

Joe, <How much MHz headroom do you think there is for Mustang/Palomino before they move to .13u?> Mustang/Palmino should be able to go to about 1.7G mid next year. < Do you think AMD will be competitive MHz wise until Q1/Q2 2002, when the Hammer family will enter the scene?> I do not expect AMD to be competitive on MHz for most, if not all, of 2001 barring a total disaster from Intel. However, I expect AMD to be quite competitive in performance. I expect AMD to be kicking butt in FPU (I know Tench and a few other Intel folks think otherwise). Based on the MHz lead and marketing muscle, I expect Intel to successfully position P4 as high-end product and leave AMD with a mid-range perception. P3 will decisively move to the low-end. IMHO, most of the volume/money is in mid-range. There are not that many units to be sold at high-end and there is not much margin to be made at the low-end. The key is to increase penetration in the business market. AMD has been quite successful in the international scene but US has been a tough nut to crack (And of course there is Dell, which, I might add, has been stupid enough to stick with Intel and see the system ASPs erode and Q4 target sales numbers decline) Assuming AMD can do break through, and I am 99% certain they will, mid-range is not at all a bad place for AMD to be in my view (other than the fact that some of the die-hard AMD fans may be disappointed). Chuck