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

To: combjelly who wrote (23306)	12/25/2000 11:45:08 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Lots of AMD Ads in the "After Christmas" sales flyers. AMD dominates the desktop system ads. That's not necessarily good news. There are also ads for portables (mostly Celeron with a few P3s, no K6). I guess we just have to hope that it means AMD's November price cuts bought it a dominating position in the retail sector. There are a lot of Duron ads, and we know that any such sales (to OEMs) were fairly recent, so perhaps some encouragement can be taken from that. There are ads for several bottom feeder (free after rebate, or less than $100 after rebate) Celeron systems. Duron and Celeron Mid range systems and Athlon Mid range and High end systems. No P3 ads and no P4 ads, but for whatever reason I received no CompUSA flyer (either there simply wasn't one or it was missing from my morning paper) and Intel usually dominates the CompUSA ads so there were probably a bunch of P3 ads and at least one P4 in there. Nonetheless, there wasn't a single ad for a P4 or a desktop P3 in my paper. There were a lot of Athlons advertised, and all build to order (computer creation station) ads were for Athlons. Best Buy has a nice ad for the Micron DDR system. It may be that Intel felt it couldn't match prices in the retail sector without jeopardizing its margins in the corporate sector, so they had to leave some sales on the table this fall. Intel's strategy of of offering up a socket 370 license to VIA has worked well short term. It kept VIA distracted and resulted in Athlon / Duron infrastructure being late. But now the other side of that bargain is coming into play as Intel's Celeron and P3 will have to compete with VIA's Cyrix family for a place on socket 370 motherboards. Via's low power Cyrix is a drop in for the moderate price, high volume, compact sized corporate desktops that have been an Intel monopoly ever since the K6 ran out of headroom. Pricing for socket 370 parts (Celeron / P3) will be under a lot of pressure. The 133MHZ FSB may limit the platform to low end pricing in the coming year (or at least until 200MHZ FSB P3/Tulatins come out H2). Long term, Intel may find that its deal with VIA was as bad as its deal with Rambus. It sure would be nice if AMD could get some mobile Athlons out there, they're making money even without them, but would be in a better position if they had a notebook chip to sell. Dan