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

To: Gopher Broke who wrote (28823)	2/18/2001 12:06:59 AM
From: Paul Engel	Respond to of 275872

Re: "There are increasing reports from press and analysts of lacklustre P4 sales. Is this a falsehood, a disaster in the making for Intel, or simply a missed target that can be recovered with a strong marketing campaign" From Dell - their consumer business had 20% with Pentium 4 processors at the end of the quarter. biz.yahoo.com U.S. revenue from consumers increased 46 percent, countering a national trend in which overall home-PC shipments were flat to down. Online consumer sales through www.dell.com were up more than 160 percent in the December holiday period. An independent report said Dell's was the third most visited World Wide Web site in the U.S. during the holidays. At the end of the quarter, 20 percent of the company's consumer desktop computers were shipped with Intel. Corp.'s Pentium IV microprocessor. Every major OEM is selling them - Dell, Compaq, Gateway, IBM, HP, Sony, etc. At the retail stores in Santa Clara Valley, the Pentium 4 crates arrive and the boxes disappear in a few days- and this is typical of Fry's, CompUSA, MicroCenter and Costco. Intel's aggressive pricing and assertive marketing will make the Pentium 4 the largest selling CPU in Intel's portfolio by the end of this year - for two reasons: 1. Intel WANTS to do it. 2. Intel CAN do it. Message 15364951 " We think unit crossover of P4 over P3 processors could be as early as Q4 of 2001, and the Brookdale chipset that allows the P4 to use SDRAM should be available in H2 of 2001."

To: Gopher Broke who wrote (28823)	2/18/2001 12:16:36 AM
From: Paul Engel	Respond to of 275872

Re: "Intel could cause problems for AMD by cranking up the P4 clock speed, yet this is not happening as quickly as one might expect. Do you think, as has been suggested here, that they are having problems ramping the clock speed on the .18 process? " Nope. Not at all. Intel makes a concerted effort to keep their power dissipation within reasonable values, and that hitting 1.7 Ghz will be straightforward with the existing process. For 2 GHz, I expect Intel will use a newer transistor front end on the 0.18 micron process to hit the 2 GHz speed.