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

To: Paul Engel who wrote (15315)	10/20/2000 7:08:01 PM
From: 5dave22	Read Replies (1) \| Respond to of 275872

Paul <Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream - and they intend to put AMD's market share in reverse.> Unfortunately I think you are correct. I could see a backlog of Athlons sometime in Q4. I wish I knew the distribution domestically and internationally. If I see AMD coming online with television in Q4, I may very well sell my remaining shares. At least domestically, AMD never created a real demand and I think it's gonna hurt em. David

To: Paul Engel who wrote (15315)	10/20/2000 7:52:53 PM
From: Goutam	Read Replies (2) \| Respond to of 275872

quote.bloomberg.com _________________________________ Intel Delays Opening of Colorado Chip Factory, Paper Reports By James Gunsalus Colorado Springs, Colorado, Oct. 20 (Bloomberg) -- The opening of Intel Corp.'s $1.2 billion chipmaking plant in Colorado Springs, Colorado, has been postponed until next year because of a shortage of skilled construction workers, the Denver Post said. While there are about 3,000 construction workers employed at the site, a tight labor market has made it difficult to find qualified electricians, plumbers and other workers. The company discovered this week it wouldn't be able to finish a 120,000- square-foot clean room in time for the planed Thanksgiving Day opening. The delay won't affect the 806, mostly technicians administrators, hired to work at the 500,000-square-foot plant, which will make chips for devices like MP3 players and cell phones. Because of the aggressive 12-month construction schedule and size of the project, Intel has been late in payments to some subcontractors. One of the 120 has quit the project. Most of Intel's plants take 18 months to build, the paper said, citing Intel spokeswoman Diana Daggett. credits: ZakZip, TMF

To: Paul Engel who wrote (15315)	10/20/2000 8:12:22 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream Almost none of that capacity can produce anything faster than 1GHZ - and most production is centered around 800 to 900 MHZ. Those are $75 chips to OEMs. AMD can't seem to produce a Duron at Austin that won't do at least 900 MHZ, and the Dresden parts are all GHZ+ Towards the end of the year, Intel may have some competitive capacity on line if every aspect of their first attempt at production of copper chips goes perfectly and if every aspect of their first attempt at .13 production goes perfectly. Otherwise, for the indefinite future, Intel is limited to producing 70 or so P4s per wafer, and trying to sell them packaged with 2 sticks of Rambus, a custom case with a 1 lb heat sink bolted to the cover, and a low volume high cost motherboard. VIA's P4 solution is hoped for, by VIA, for the end of Q3 - good luck on that one! Intel continues to wander in the wilderness, and while it may end someday, it isn't ending anytime soon. And the clock is ticking - Intel will be facing dual 64 bit processor systems with the same costs as their single 32 bit system towards the end of next year. Sledgehammer was a stroke of genius - there really isn't anything Intel can do to compete with it. Intel can't put two P4 cores on a die, the P4 core is too big - even at .13, and the PIII core is too slow. A system with two standalone P4s will be much more expensive and won't perform as well because the L2 won't be shared. Looks like Intel is on a trip up no-paddle creek! Dan

To: Paul Engel who wrote (15315)	10/20/2000 10:36:29 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream - and they intend to put AMD's market share in reverse." Maybe. OTOH, they will have a great deal of capacity of mid to low end chips. They will be able to supply all the X-boxes at <$30 a crack. I can see why the want to kick up the ramp on the P4 a little. I can also see why the just dropped the price on lower speed P-IIIs and Celerons... < or = to 800 Mhz...they have to move a few. After the P4 launch, the cry will be "gotta getta to DDR"... Jim