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

To: combjelly who wrote (27208)	2/1/2001 9:54:23 PM
From: jcholewa	Read Replies (4) \| Respond to of 275872

> I don't agree that merely changing the clock is useless, that is what Intel's SpeedStep does, > and only two levels to boot. Nope, try again please. ;P zdnet.co.uk "the technology behind the 600MHz and 650MHz chips -- called SpeedStep -- actually reduces the voltage of the chip, not just the frequency" techshopper.com "SpeedStep processors have two modes: A higher clock rate (and voltage) for use when the notebook is plugged into an A/C source, and a lower rate (and voltage) for use when running on battery power theregister.co.uk "It rather simplistically changes core speed and voltage according to whether or not you're connected to an AC supply." inquirer.net "SpeedStep, which can switch frequency and voltage based on a given power source, can run in two different modes" ...and, finally, from the mouth of the horse: support.intel.com How's that? ;)     -JC

To: combjelly who wrote (27208)	2/1/2001 10:11:22 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Taking a quick look at pricewatch, AMD's prices are holding firm. Given that the Durons being offered are getting close to PIII speeds now, and the the integrated motherboards are becoming available, that's not surprising - the ASP for Durons must be up by $20 over last quarter. Athlon prices were lowered during the December sales crash, but not too drastically, and that was when AMD engineered their present strong sales momentum. Intel's prices are falling fast, but they're now trying to sell into a market that more and more consists of Socket A boards. As Intel lowers its prices, it has to keep in mind its need to cover the costs of 4 times as many FABs, and a non-IAG portion of the company that loses 3/4 of Billion dollars per quarter. The reports of (finally!) mobile and multiprocessor Athlons are getting more frequent, and once those are out, Intel will be without any sector to subsidize sales of chips that compete with AMD's chips. AMD is still operating at a horrible strategic disadvantage, but that disadvantage goes away next quarter. Intel's assets, both total and liquid, peaked in Q3 of last year and fell in the last quarter. They are almost certainly going to fall again this quarter and probably next as well. During this year's brutal Q4, without integrated motherboards to support Duron, without mobile Athlons, and without SMP chipsets, AMD still improved both its total asset position and liquid asset position. So far, so good. Dan