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

To: Petz who wrote (11500)	10/4/2000 11:40:16 PM
From: Chung Lee	Read Replies (5) \| Respond to of 275872

1. AMD is 100 [or 200] MHz ahead of Intel right now and producing these parts in volume. Intel has no competing products or such low volume that AMD sets the price at the top end. Jerry did say that in the radiowallstreet interview, and he sait it very confidently, almost cocky, I think someone typed up a transcript of that interview at JC site...I can dig that up. 2. At the low to middle end, AMD Duron has such a performance lead over Intel Celeron that AMD does not need to match Intel's price to sell out all of our production. For all of Q4 and some of Q1, Celeron will be stuck with the inferior 66 MHz bus, compared to 200 MHz for Duron. This was stated in fact on both Anand and Tomshardware, these sorry analysts are not aware of anything outside of quarterly CC? pathetic of them I say, they just want to play golf and BS on CNBC, and write their own little fantasies without any research. 3. The Pentium 4 will be such a low volume product in Q4, that its price will be irrelevant. In fact, the inability to buy a P4, with its associated high-cost RDRAM memory, may actually increase demand for the fastest AMD Athlons. Intel itself has stated P4 won't be in volume production until middle of 2001, the higher RDRAM prices vs SDRAM are numbers published everyday in the market place, which of course escapes most out to lunch analsyts. I can't wait for Kumar (scheduled to be on CNBC tomorrow) to put positive spin re DELL/INTEL, I can't wait for his unscrupulous name calling to smear AMD. 4. Looking further ahead, we believe that by the time P4 reaches production volumes in Q1, AMD will have production volumes of similar or faster products. In addition, these products will be less costly to produce than the P4. AMD will have 1.5 GHz in Q1, that was shout into analysts ears 3 months ago and also on many interviews, even Hector repeated it, and it is a known fact that P4 die is huge (217 mm2 according to many sources), Mustang will be Athlon with reduced core size and uses less power, these info are all out there and I am 100% certain everyone on this thread is aware of, yet most of these high paying analysts still have thier heads buried in the sand. ALL the above market data is not new and repeated every week on this thread, I assume the professionals with vast resource would already have known, if they didn't then they should fire all their staffs and just read this thread and volunteer for a pay cut, I guess it is too much to ask to interrupt their golf games, so instead we are asking AMD to call them everyday? John, this rant is not directed at you, but I just can't understand why so many among us demand AMD IR to update guidence every time the stock goes down, are not these well known AMD market advantage enough? Sometimes I feel we have the inside track with the analysts not knowing anything going on out there. Chung