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

To: Bill Jackson who wrote (19603)	11/19/2000 12:21:28 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Intel is starting to act like IBM in the 80's, with one division being crippled in order to avoid making the other division look bad. Check out these quotes from Anand (who is not known for Intel bashing). Intel would probably be better off trying to keep improving the performance of the P3 right now, it will likely scale well on .13 and is much smaller and cheaper to produce. But letting the P3 run makes the P4 look bad, so the P3 is being crippled. And leaves a big opening for AMD. With the Pentium 4 not immediately able to become a mainstream solution, for Intel to release a faster Pentium III does make some sense. The only way to do this however would be to somehow improve the yields on the 0.18-micron process, or give the Pentium III a needed die shrink. The latter is the course Intel will take and in Q3-2001 Intel will release a 1.26GHz Pentium III based on a new 0.13-micron core. This new core is known as Tualatin-256 and is a modified version of the Coppermine core that will use Intel’s new 0.13-micron process. There will be no performance enhancing features of the Tualatin-256 core other than the ability to hit higher clock speeds. As the name indicates, the Tualatin-256 will actually use an on-die 256KB L2 cache like its Coppermine predecessor. The decision to outfit the Tualatin core with 256KB of L2 cache came recently, as the Tualatin was originally supposed to be a 512KB part. In fact we will see a 512KB Tualatin core however it will be a mobile part only, the desktop part being differentiated from it by the –256 designation in its name. anandtech.com The Almador (i830) chipset would have given the Pentium III a non-crippled environment to work in, offering essentially the benefits of the i815EP chipset without the 512MB SDRAM limitation. This would make it a solid offering for workstations and even single processor servers, two areas Intel’s chipsets have been lacking in as of late. However fears of it stealing too much thunder from the Pentium 4 were most likely contributors to the canning of that chipset. anandtech.com

To: Bill Jackson who wrote (19603)	11/19/2000 10:50:11 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Bill: Dell needs AMD fairly soon...With kmart's blue light celery special clearly the new INTC low end thrust, a beleaguered bevy of tired PWeeiii offerings in the mid range, and an anaemic, albeit pricey, Limpee4 offering on Monday, just doesn't leave Dell with much in the way of competitive product anymore...Does leave a huge and gaping hole in the 1 to 1.5 gig MHz range for those OEM's who can obtain 1.2 gig Athy/DDR product, a product whose demand curve will almost certainly cross its supply curve in Q1, owing to its unbelievably large price/performance advantage and the paucity of players in this range...(As demand curve crosses supply curve, look for significant ASP increments...AMD is now king of the "power" PC and with that title will vanish its need for significant discount pricing...) Conversely,no longer the king of the hill,those PWeeiii ASP's (a tired and worn architecture) could take a hit...and the LimPee4, at first blush, looks like it's in for a long upward climb, at best, if it is to be taken seriously as a competitor for the Athy/DDR combo...In fact, it looks like the Athy's architecture will ensure AMD leading edge product development for the poreseeable future, if the Limpee4, on the heels of all its hype over the past 9 months, is the best INTC can offer...