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

To: niceguy767 who wrote (19763)	11/20/2000 8:57:38 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Another "window of opportunity" for AMD? Niceguy, isn't it funny: AMD is always said to have just a short window of opportunity ahead. After that it will be roadkill. So stay away from their shares!! It started with the introduction of the Athlon in July/August '99. Of course, at that time Intel was just preparing to launch its invincible Coppermine. And even before that, the fabulous i820 chipset was to kill AMD entirely. So AMD just had the July-September timeframe to make some small inroads before the final blow by Intel. Nothing to justify a share price well above the book level... Unfortunately, the i820 was delayed, therefore extending AMD's window of opportunity (or let us say life span) for a little while. But finally the Coppermine was to arrive to make an end to AMD's short party. Well, unfortunately again, it turned out that at the time of the Coppermine launch there were some slight processor shortages. Nothing serious, they will be overcome at the beginning of 2000. So AMD's window of opportunity extended into early to mid Q1 2000. But after that, there is definitely no hope for AMD. Hmmm, somehow the Coppermine flood did not take place in Q1 2000. But Intel's notched gates process was just around the corner. Be sure, when April '00 will come, huge amounts of fast Coppermines will finally find their way to the markets. Then there will be no reason any more to buy an Athlon. So AMD does not have a song and a prayer. April passed by and the promised flood of GHz Coppermines was postponed to July. Anyway, early September the P4 will be released which, believe me, will shut down AMD's window of opportunity once and for ever. Oh, sorry, not early September but late October. Nevermind, AMD is as good as roadkill. Now it is November 20. You still can't find a GHz Coppermine in Germany. The P4 is finally released but it doesn't look very threatening any more. But wait, in 6 - 9 months the next version of the P4 is going to arrive. THEN AMD's days of glory will be over... I wonder whether the Hammer will extend AMD's window of opportunity a littlebit more. For 2 months? Or even full 3 months? What do you think? Greetings, Peter

To: niceguy767 who wrote (19763)	11/21/2000 10:05:33 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "It's Dell's move now!!! " Here's Dell's move. biz.yahoo.com Monday November 20, 7:05 am Eastern Time Press Release Dell Launches New Workstation Dell Precision Workstation 330 Features Newest Processors, Color Chassis ROUND ROCK, Texas--(BUSINESS WIRE)--Nov. 20, 2000-- Dell(Nasdaq:DELL - news), the world's leading direct computer systems company and workstation supplier, today announced worldwide availability of the Dell(tm) Precision(tm) Workstation 330 designed to provide optimum performance for applications such as digital content creation, finite analysis and mechanical computer-aided design. The Dell Precision Workstation 330 features the newly-introduced Intel® Pentium® 4 processors at 1.40 and 1.50 GHz and the Intel 850 chipset with a 400 MHz system bus. The Dell Precision Workstation 330 reflects Dell's emphasis on industrial design with a new midnight gray color for its QuietCase chassis. ``The Dell Precision Workstation 330 is the first step toward a new level of workstation performance,'' said Jeff Clarke, vice president and general manager for Dell Precision Workstations. ``Bringing high performance systems to market quickly, and providing a comprehensive range of graphics offerings, has made Dell the world's leading workstation supplier. Customers running computationally-intensive applications, such as computer-aided design, should see impressive results from the new Dell Precision Workstation 330.'' PTC is a leading solutions provider offering powerful Web-based collaboration and flexible engineering technologies to streamline product development and delivery processes. ``The Dell Precision Workstation 330 successfully completed PTC's rigorous suite of 6,000 regression tests, displaying the exceptional speed and graphics performance required by PTC's demanding CAD customers,'' said David Margaretos, vice president, Global Alliances PTC. Pricing for the Dell Precision Workstation 330 in the United States begins at $1,999(a). A sample Dell Precision Workstation 330 configuration includes a single 1.40 GHz Pentium 4 processor, mini-tower chassis, 20GB(b) ATA-66/100 IDE (7200 rpm) hard disk drive, 128MB PC800 RDRAM®, Matrox Millennium G450 graphics card, 48X-maximum IDE CD-ROM, and Microsoft® Windows® 2000 Professional for $2,228(c). For a complete listing of prices and configurations visit dell.com. Additional features of the Dell Precision Workstation 330 include: ``Dell Graphics Plus'' for workstation customers who need specialized graphics products that are not part of Dell's standard offerings. AGP Pro50 4X support and broad range of graphics: Exceptional graphics performance with 3D, 2D and multi-monitor graphics cards such as FGL Graphics Fire GL2 (64MB), which offers high end performance for a mid-range price; NVIDIA Quadro2 Pro (64MB), which includes optimized drivers for mechanical design and digital content creation applications; and the Matrox Millennium G450 offering DualHeadt(tm) Display(d) functionality. Rambus memory: Capacity for up to 1 GB of RDRAM. Large storage capacity: with up to four internal hard drives, resulting in a maximum of 220 GB storage space. The Dell Precision Workstation 330 can accommodate hard drives up to 73 GB (SCSI) or 40 GB (IDE). New, stylish look: This is the first Dell Precision Workstation chassis in the midnight gray colored chassis, and includes coordinating peripherals such as monitors, keyboards and mice. Dell holds the No. 1 market share position for unit shipments in the worldwide total branded workstation market in the third quarter of this year, according to estimates by IDC(e). Dell Precision Workstations are intended for professional users who demand exceptional performance in the digital content creation (DCC), computer-aided design (CAD), geographic information systems (GIS), computer animation, software development and financial analysis markets. Dell plans to offer workstations based on Intel's 64-bit Itanium® processor. Customers interested in learning more can visit Dell's Web site at www.dell.com/precision. About Dell Dell Computer Corporation (Nasdaq:DELL - news) is the world's leading direct computer systems company, based on revenues of $30 billion for the past four quarters, and is a premier provider of products and services required for customers to build their Internet infrastructures. The company ranks No. 56 on the Fortune 500, No. 154 on the Fortune Global 500 and No. 3 on the Fortune ``most admired'' lists of companies. Dell designs, manufactures and customizes products and services to customer requirements, and offers an extensive selection of software and peripherals. Information on Dell and its products can be obtained on the World Wide Web at www.dell.com. (a) The $1,999 configuration consists of a Dell Precision Workstation 330 with minitower chassis, single 1.40 GHz Pentium 4 processor, 10GB ATA-66/100 IDE (7200 rpm), 128MB PC600 RDRAM® (2 RIMMS(tm)), NVIDIA TNT2 Pro graphics card, 20 min/48X max IDE CD-ROM, Microsoft® Windows® 2000 Professional. Pricing, specifications, and availability may change without notice. Taxes and shipping charges extra, and vary. Cannot be combined with other offers or discounts. U.S. only. Prices do not include monitor. (b) For hard drives, GB means 1 billion bytes; accessible capacity varies with operating environment. (c) Pricing, specifications, and availability may change without notice. Taxes and shipping charges extra, and vary. Cannot be combined with other offers or discounts. U.S. only. Prices do not include monitor. (d) Matrox DualHead(tm)Display offers eight configurations options, five display modes (e) IDC, The Workstation Market, 2000, Q3 Quarterly Update Dell and Dell Precision are trademarks of Dell Computer Corporation. Intel and Pentium are registered trademarks of Intel Corporation. Microsoft and Windows 2000 are registered trademarks of Microsoft Corporation. Fortune 500 is a registered trademark of The Time Inc. Magazine Company. Dell disclaims any proprietary interest in the marks and names of others. -------------------------------------------------------------------------------- Contact: Dell Computer Corporation, Round Rock Media Contacts: David Graves, 512/723-5858 david_graves@dell.com or Carmen Maverick, 512/723-1126 carmen_maverick@dell.com or Investor Contacts: Lynn Tyson, 512/723-1130 lynn_tyson@dell.com or Robert Williams, 512/728-7570 robert_williams@dell.com