Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (18810)	11/13/2000 11:03:46 AM
From: Chung Lee	Read Replies (3) \| Respond to of 275872

Joe <<I tried to come up with a scenario that would result in $90 ASP, and it is hard to come up with one.>> Especially knowing Q3 Athlon output greater than 80% were at or above 1 GHz, lets say Q4 85% at or above 1 GHz and with a conservative number of 3M total Athlon units, that will bring 2.55M at or above 1 GHz, the 15% lower speed only consists of 4.5M of 3 grades from 850-950 MHz, and they are getting $150-$170 from 900MHz (according to Herb). 3M Duron @$59 and 2M K6-2@$39, getting to below $100 ASP is quite a task.

To: Joe NYC who wrote (18810)	11/13/2000 11:26:48 AM
From: peter_luc	Read Replies (7) \| Respond to of 275872

"and the roadmap looks good until Q4" Jozef, I really hope that you are right. But wouldn't a 2 GHz P4 in Q1 totally destroy AMD? I have to admit that I am shocked by the Register article. And if Intel can easily go to 2 GHz on 0.18 nm, how far can it go on 0.13 nm? Maybe The Register was right when they wrote about the battle of a 1.5 GHz Athlon against a 3 GHz P4. I thought that it was a typo but maybe they knew what they were talking about...? Another point that bothers me (supposed The Register is right): Intel seems to have a large number of optimized applications (and benchmarks, of course) at hand right in time for the P4 introduction. How many applications are well optimized for the Athlon? After 1.5 years... it's too sad. And then, so far it seems that Microsoft has no interest in supporting AMD X86-64. But without the backing of Microsoft the Hammer will loose a lot of its attraction. Any ideas? Really concerned, Peter