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

To: Dan3 who wrote (13963)	10/14/2000 11:33:14 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Dan, I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs. And I think Jerry is furious. There was a deal and there was going to be a gradual ramp up of high speed parts from AMD, with the top end continuing to be priced high enough so that it wouldn't upset the apple cart, and AMD continuing to downbin most of its CPUs, but AMD was going to get a handful of corporate SKUs. Then Intel's arm twisting pushed AMD out of the promised large business SKUs. So Jerry said "F**K This", mark 'em at the speeds they test at and price 'em to sell. I don't know about the the possible deals, but your description of Jerry's reaction is what I was hoping for. Jerry's reasoning must be: "Either you [OEMs] get these CPUs at heavily discounted prices and sell them in corporate market, or I will sell the CPUs to anybody at those same heavily discounted prices". The downbinning was crazy. The only one benefiting from AMD's downbinning was Intel. Joe

To: Dan3 who wrote (13963)	10/15/2000 12:21:29 AM
From: Bill Jackson	Respond to of 275872

Dan3, The low prices that AMD is selling to all vendors is similar to the low prices intel sold to only the top tier, like Dell, CPQ, IBM. Now AMD has enabled the white box screwdriver shops to kick the top tier boys in the ass. the only way that Intel can offset this is to give away their CPUs for free. the top tier boys actually have higher costs than the screwdriver shops on AMD based products since they have a greater structure they support, which adds costs. The SD shops use all standard mobos, cases etc and the prices they pay for those is the same as or even lower than the specially made dell/CPQ cases with their non standard mobos. The white boxes and SD shops will score major advances over the next 6 months. the limiting factor will be the number of parts and mobos that can be brought to market by AMD. Bill

To: Dan3 who wrote (13963)	10/15/2000 1:14:25 AM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

Dan, <I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs.> Right before the launch of 1.1GHz, Jerry told a interviewer that all major OEMs save one (Dell) were going to announce 1.1 GHz systems, I was wondering about that... There must be some price negotiation that went on, OEMs going back and forth to AMD and Intel, until Intel gave in the same manner as Microsoft/Xbox deal, and when they went back to Jerry with Intel's number... <So Jerry said "F**K This", mark 'em at the speeds they test at and price 'em to sell.>