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To: niceguy767 who wrote (20449)	11/24/2000 11:01:09 PM
From: Maverick	Respond to of 275872

SSB:pickup in demand & price for T-bird 900MHz November 20, SUMMARY 2000 * The spot market demand for free tee-shirts at COMDEX was apparently far stronger than demand for microprocessors last Jonathan week. Average Intel processor prices fell about 1% to a 7% Joseph discount to list, though Pentium prices were mixed and on average rose about 1% to a 5% discount to list as the market anticipated the P4 introduction. Dunham Winoto * Average AMD processor prices also fell by about 1% last week, though there was some pickup in demand for certain speed grades, like the T-bird 900MHz. * DRAM spot prices declined again last week, with 64Mbs falling from $3.50 to end the week on a firm note at $3.15; 128Mbs fell about $1.00 to about $7.40, on average. "Unbranded" parts were trading about 10-15% lower. Average prices for Intel's CPUs dropped only slightly from last week to a discount of 7% to list compared to 6% the week before. However, this was aided primarily by Intel's unscheduled price move last weekend on the P-III 650 and 700MHz processors. Processors from AMD (AMD, 2S) also dropped about 1% last week, though some prices, like the Thunderbird 900MHz, actually rose slightly on the week. Monday (today), Intel (INTC, 2M) is expected to formally launch its much awaited Pentium 4 processor, and several PC manufacturers should announce systems simultaneously. Of course, all these systems are based on Intel's 850 chipset that supports only Rambus DRAM. Never mind that some tests have shown the new P4 with Rambus is actually running slower than the Pentium III with SDRAM. As we have mentioned before, the P4 is a good news, bad news story for Intel. It does recapture for them the speed leadership from AMD, with the initial P4s running at 1.4GHz and 1.5GHz (press reports are pricing the products at $644 and $819, respectively), compared to AMD's Thunderbird, which runs at 1.2GHz. On the other hand, Intel is pulling the P4 program forward, which will weigh heavily on gross margins because initial yields will be low and the die size will be considerably greater than the Coppermine PIII. In addition, it will subsidize every purchase of RDRAM-based Pentium 4 with a $70 rebate. We are forecasting only 100,000, or so, units this quarter (compared to 34.5 million total processors) ramping up to several million units per quarter by Q2. There will be several new developments for Intel over the next six months. The company should introduce the 0.13-micron version of the PIII processor, called Tualatin, some time by Q2. It will also introduce a DDR-capable chipset by mid-2000, though VIA Technologies should have its own DDR chipset out some time in Q2, under a licensing agreement with Intel.