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

To: EricRR who wrote (19887)	11/20/2000 4:55:47 PM
From: Jim McMannis	Respond to of 275872

RE:"I'm convinced that Intel marketing is terrified that the P4 will put the P3 out of business" Do you mean because having 1.4-1.5 Ghz chips will draw customer attention to higher speed chips and away from the slower Mhz P3? And this falls into the Athlons lap? BTW, that's another dissimilarity between the PPro launch and the P4 launch... Didn't the PPro launch at 150-180 Mhz...lower Mhz than the Pentium Classic at the time? At least not 400 Hz faster like the p4 vs the P3...

To: EricRR who wrote (19887)	11/20/2000 5:37:33 PM
From: peter_luc	Respond to of 275872

EricRR, "Two weeks in a row SSB reported AMD "sweet spot" (1GHz and 900MHz) chip prices had increased. This must mean that consumers are unexpectedly demanding higher speed chips." That corresponds with my observation that for weeks, whenever I checked, the Athlon 900 has constantly been on the daily top 10 bestseller list of the German online vendor K&M Elektronik. Today, for example, the Athlon 900 is on the second place. The Duron 700 is on 7th, the Duron 800 on 9th place. No Intel CPU on the top 10 list, despite the fact that K&M Elektronik is heavily advertising the P III 700 and 800 on their front page. Peter

To: EricRR who wrote (19887)	11/20/2000 8:15:09 PM
From: Petz	Respond to of 275872

Eric, good points on how AMD is pushing up the "entry point" level to 1 GHz. SSB reporting price increases and >=900 MHz Athlon is good evidence. A week ago I reported that Fry's had advertised a GHz PC for the first time, and it was an Athlon. Two weeks before that it was Datel Systems, again it was an Athlon. Now today, the Fry's newspaper ad features the 1.1 GHz Compaq Athlon. I was in the store yesterday and I noticed a subtle shift. The high end PC's which used to be on the fringe of the PC area were now moved into the middle. The fringe area was filled with 667 MHz and slower Celeron systems, and no one was looking. The high traffic area had 3 1 GHz and one 1.1 GHz Athlon, one GHz PIII and some less P3's and Athlons. Of course Intel is still doing very well in notebooks with AMD just having the two Sony VIAO's. Petz