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

To: Goutam who wrote (15254)	10/20/2000 1:38:59 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Goutama, if orders were on the thin side at Intel, why would Otellini have stressed current fabs on line and new ones coming on in this week's conference call: six in full production at 0.18 now, another coming on line this quarter and still another in Q1-2000? Seems like he'd come up looking foolish if they were to fall short. Also, Bryant flat out said he wanted to be on the conservative side this time with forward looking comments. Add that to Intel's usually (except in the Q2 CC) conservative guidance, and I personally feel good about Q4. As for the advertising, Christmas is coming, makin' a list, checkin' it twice... Tony

To: Goutam who wrote (15254)	10/20/2000 1:43:35 PM
From: boris_a	Respond to of 275872

Goutama: Maybe AMD will be the one to pre-announce this quarter. I sure hope they'll do.:) Regards, Boris

To: Goutam who wrote (15254)	10/20/2000 1:52:10 PM
From: Ali Chen	Respond to of 275872

<What's up with the resurgence of Intel advertising campaing? I see it as a last ditch effort to continue to sell PIIIs with the hefty premiums without having to chop the PIII prices. It's not going to work this time around.> You may be right. Look at #3 mass producer of PC for retail, e-machines. In previous models e4me.com they had the top line - e-Monster - with P-III-600, 550, and 500, and below the bunch of Celerons and K6. In "current" models e4me.com the e-Monster only model is AMD Athlon 700Mhz, and then e-Towers with Celerons. No P-IIIs any more. I wonder as why it is so ... It looks like a retail shopper does not want to pay more than $60 for a 700MHz CPU, so the trend in ASP is clear, for both companies.