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

To: AK2004 who wrote (26316)	1/25/2001 11:17:07 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Albert, Makes perfect sense to me (NOT!). They have a buy rating, but they would not buy at this level. Joe

To: AK2004 who wrote (26316)	1/25/2001 11:32:26 AM
From: EricRR	Read Replies (2) \| Respond to of 275872

A new 0.13-micron based Pentium-3 isn't slated to be unveiled until next October. cha-ching!

To: AK2004 who wrote (26316)	1/25/2001 12:54:18 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

ALBERT, >A new 0.13-micron based Pentium-3 isn't slated to be unveiled until next October. I believe he's way late on that one (I mean Oct. 2001 is way late). Tony

To: AK2004 who wrote (26316)	1/25/2001 6:58:18 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

<With Intel's scheduled price cuts anticipated this weekend, we expect to see fairly aggressive reductions across the board for Celeron, P3, and P4 processors-for both desktop and mobile processors. We believe there are several reasons for such sharp cuts: To help flush excess channel inventory; To motivate end-user purchases (in absence of new CPUs and software as drivers); To migrate Pentium-3 demand to the Pentium-4; To increase more laptop sales; and To react to/initiate competitive pricing with AMD. Cuts of 20-40% Across the Board> It is a shame this analyst ignores what is probably the biggest reason for the price cuts: AMD is finally (!) sampling Palamino Desktop/Laptop parts along with 760MP. Throughout last year Intel almost never cut laptop and server prices unless a new part was introduced. AMD is finally showing competitive products in all products except the large cache and greater than 2-way Xeon market. Intel is dropping the prices in a bid to retain market share. The days of Intel doing price cuts only on the desktop side may have come to an end (at least for the next 12-18 months).