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

To: AK2004 who wrote (12267)	10/9/2000 1:16:27 PM
From: 5dave22	Read Replies (3) \| Respond to of 275872

Albert, the softer supply situation is why I have been harping on advertising for so long. AMD is incredibly lucky that Intel has had the yield problems they have had. The lack of branding with such an excellent product is not acceptable. The advertising/marketing department at AMD should be fired and replaced (along with their terrible ad agency). Athlon has been out for a year now and people walking into Circuit City still ask for Pentiums - and the sales associates are telling people that AMD is inferior to Intel. AMD is incredibly short-sighted. My two cents, from a marketing standpoint - David

To: AK2004 who wrote (12267)	10/9/2000 2:00:51 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Albert, <Celeron prices have dropped substantially in recent weeks. Average gray market prices for Celerons fell from an average 14% discount to list to a 17% discount, ....> I have noticed this price decline a couple of weeks back. And, this seems to be true not only for Celerons but also lower MHz PIIIs. <Intel has shifted wafers to Celeron in recent months as more capacity became available. > This is funny. I wonder of Joseph knows that PIII/Celeron are the same die. From the same die, Intel can determine at the last minute to make something a Celeron or PIII depending on how the market is doing. <These are the greatest discounts to list price in memory, and may spur Intel to make an interim price "move" before the next scheduled move, which is October 29.> Intel list prices are looking like AMDs - i.e., the discounts are so steep that the official list pricing is irrelevant. It does not really matter if there is no official "price move". <Meanwhile, we are hearing from brokers that Advanced Micro# (AMD, 2S) may soon initiate substantial price cuts on its Athlon processors, with the cuts possibly coming as soon as today (Monday, October 9). > Going by Gateway website and European retail market, the cuts went into place for a bunch of them last week. <Finally, it is another sign that the problem in the microprocessor market is not supply, but demand. The cuts will be steep, brokers tell us. For instance, a mid-grade 850MHz Athlon could drop by more than 50 percent from around $350 to $165, while the low-end Duron 600 could move from $79 to $53. > It will be a revelation for the investment community when the soft demand situation and price cuts do not adversely effect AMD's ASPs. The light bulb will finally go off (at least for Drew Peck, I hope that is the case). Chuck

To: AK2004 who wrote (12267)	10/9/2000 2:21:50 PM
From: Petz	Read Replies (5) \| Respond to of 275872

albert, our beloved JJoseph of SSB is just plain wrong on this: For instance, a mid-grade 850MHz Athlon could drop by more than 50 percent from around $350 to $165 But, according to the REGISTER, the 850 was cut to $282 on August 14, almost two months ago, by PUBLIC ANNOUNCEMENT OF AMD. As predicted here, AMD today publicly released its new pricing. The 1.1GHz, 1GHz, 950MHz, 900MHz, 850 MHz, and 800 MHz Athlon processors are priced at $853, $612, $460, $350, $282, and $215 respectively, each in 1,000-unit quantities. The 700MHz, 650MHz, and 600MHz Durons are priced at $138, $103, and $79 respectively, again in 1,000-unit quantities. theregister.co.uk I think we've caught JJ red-handed. The $350 is the old *900 MHz price, not the 850. And where did good old JJ get this $350 '850 MHz' price? He says brokers tell us, but isn't it strange that Andrew Thomas at THE REGISTER makes exactly the same mistake: An 850MHz Athlon drops by more than 50 per cent from around $350 to $165...* in his October 5th story at theregister.co.uk JJ lifted the mistake directly from the REGISTER, changing a few words: JJ: The cuts will be steep, brokers tell us. For instance, a mid-grade 850MHz Athlon could drop by more than 50 percent from around $350 to $165, while the low-end Duron 600 could move from $79 to $53. Andrew Thomas at REGISTER: An 850MHz Athlon drops by more than 50 per cent from around $350 to $165, while the little Duron 600 moves from $79 to $53. A wrote an email to Andrew Thomas explaining his simple mistake of comparing the old 900 MHz price to the new 850 MHz price and also quoting JJ's report. Here's the last paragraph: I found out in school that if you made the same spelling mistakes on a test that the smart kid in front of you made, that you would be accused a CHEATING. Guess what Jonathan Joseph is the CHEATER and YOU ARE THE SMART KID! Petz