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

To: 5dave22 who wrote (26722)	1/29/2001 1:18:29 PM
From: jjayxxxx	Respond to of 275872

Dave, RE: Duron in Gateway "low end"? PIII 1Gig is their fastest chip! <VBG> LOL. I guess it depends how you look at it. Intel is stuck in a situation where their new fLAG chip is expensive and slow, but has a higher pentium number. Maybe they should have called it the PIIIb? Or the PIII* (then they could put a 'd footnote disclaimer at the bottom of every ad). ...but I haven't been following THAT closely.* Me neither. I would think they'd have no reason NOT to start selling Duron systems though (unlike Dell). Either when integrated motherboards are in full supply, or when Morgan version of Duron comes out, or both. I admit it is just a wag though (as are most of my posts! <g>). JJ

To: 5dave22 who wrote (26722)	1/29/2001 2:44:51 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:""low end"? PIII 1Gig is their fastest chip! <VBG> I'm not holding my breath for Duron in Gateway. Missed the first chance - when Duron was released (back-to-school). Second, I thought GTW said they would have Duron by the Christmas rush. As of now, I don't recall any timelines for Duron by Gateway, but I haven't been following THAT closely. ???" All I can say is that Intel must be cutting some godfather deals on P3s to certain OEMs. They are also able to maintain overall margins and market share. Mhz seems to be selling P4s (Mhz sells-TM McMannis)...as people know little else. Intel appears to be holding off AMD better than most of us thought possible. Jim

To: 5dave22 who wrote (26722)	1/29/2001 7:00:52 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Dave: IPAQ demand is outstripping supply. I wish AMD would have gotten that design win. I'm beginning to think the only way to prosper, long term, is to have a complete range of products - top to bottom. NVIDIA is doing this, developing graphics for anything that could possibly use 3D graphics (2D is just too simple, so forget iPaq-ish products for now). AMD+TMTA+API Networks... that's the combo I want to see. -fyo

To: 5dave22 who wrote (26722)	1/29/2001 7:39:27 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"IPAQ demand is outstripping supply." I saw where Compaq estimates that demand outstrips supply by 25 to 1. Remember that Intel fell into the StrongArm chip and didn't know what to do with it for several years. So yes, Intel does get lucky every now and then. But you also have to realize that a SA1110 sells for $20-$25 a piece, it's not a high margin item. Ok, the iPaq does use Intel flash (blehhh!), and because of supply problems most (if not all) units come with 32 meg of flash instead of 16. AMD does need to come out with a processor in this class, however. Needs to be an ARM core, however. Love the ARM, trust the ARM, the ARM is your friend... They can have my iPaq when they pry my cold dead fingers from it.