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

To: Petz who wrote (14753)	10/17/2000 11:20:25 PM
From: Chung Lee	Respond to of 275872

Screwdriver shops want cheap socket A board, though no graphic/modem/sound? like a integrated one, but at $65 it is the cheapest around. Alton MB805LR Supports AMD Duron/Athlon 500M~1GHz CPUs with frequency at 200MHz FSB in Socket A for Micro ATX From Factor Provides 2 DIMMs for PC133 SDRAM memory modules and is expandable up to 1GB Provides an AGP slot and 2 PCI slots; supports AGP 4X mode, fully compliant AGP2.0 and PCI 2.2 specification Provides an AMR slot; DirectSound AC97 Codec on board, for Audio and Modem application 10/100Mbps Fast Ethernet LAN on board, supports IEEE 802.3 and 802.3u standards, and fully compliant ANSI X3.263 TP-PMD physical sub-layer 2MB Flash ROM on board, provides complete Advance Configuration Power Interface (ACPI) and Legacy PMU; Ultra DMA 66; fully compliant with PC'97 and PC98 Spec. Provides ATX power connector supports various functions of ATX Power such as Suspend, Shutdown, Wake on LAN, Wake on Modem, Wake on Alarm, Interrupt Wake-Up from Keyboard/Mouse, and Keyboard Power On/Off Built-in Hardware Monitor circuit supports Thermal, Power and Fan Speed monitor. pccentury.com

To: Petz who wrote (14753)	10/18/2000 12:13:02 AM
From: porn_start878	Read Replies (4) \| Respond to of 275872

John, I'm begining to fear that with this oversuply (and over inventory) situation, given that Intel has been blamed too often of doing paper releases on their higher end chips, They will ramp P4 more aggressively than we first though. It's obviously too late for Q4 and january'01 because I think it's a last minute decision. I now say it's probable that Intel ship 2.5-3 millions of P4 in Q1'01, then 4-5 millions in Q2'01. Not enough Rambus produced? Intel has already an oversupply of P!!! and has increased it's capacity migthly in the past 6 months. Gross Margin will suffer, but Intel won't sell celerlaMeete so the so-loved ASP will stay stable or even increase. Can't Intel do that? By that time the Ponys vs PIII will be a total carnage. Morgan from 900 to 1000 (moving north 1GHz at the end of Q1) at $75 ASP, cheap-integrated mobo's, TBird going between 1000-1200 at $125 ASP, Ponys from 1133 to 1466-1533 at $175 ASP, 760 performance-boosting DDR chipset. The problem lies again in the infrastructure : will the 266's be out and available fast, what about the memory, will those mobo support regular PC133 (if I'm not wrong the DIMMs have different pin number)? I expect AMD to continue the TBird for the whole Q1 since the infrastructure is already there. Intel is going to push P4 as fast as they can, why not 1.7GHz at the end of Q1. It will be a tough war, it's going to play hard. Arrgh! blood will flood in both camps The Apocalyptic