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

To: peter_luc who wrote (29707)	2/27/2001 10:55:02 AM
From: fyodor_	Respond to of 275872

Peter: I wonder how Intel wants to ship more P4s than PIIIs as long as the Pentium 4 is still produced in 0.18µ. Intel's public roadmap has .13mu slated for Q2 (in production volume - at some fabs, anyway). Secondly, remember that, depending on wording and definition, there can easily be 12 weeks (i.e. a quarter) between "sell" and "make". As in: "We will sell more P4s than PIIIs in Q3" or "We will make more P4s than PIIIs in Q3". The question is, what will Intel do with its limited .13mu capacity. I originally thought they would do what they always do: mobile version of old core first. That's the safest way, but considering that Intel is under relatively little pressure in the mobile sector (probably for most of this year), it might make a lot of sense to target the initial .13mu capacity at P4 production. A couple of lines (of .13mu) somewhere can do mobile PIIIs if Intel fears loosing some sort of PR race in the mobile arena (e.g. first mobile 1GHz processor). -fyo

To: peter_luc who wrote (29707)	2/27/2001 1:06:12 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

Peter, True, Intel bullscheissemachingewerks will be crankin. Still, it looks like Dell will have a decision to make pretty soon. They cannot afford to be without clothes much longer. Bill

To: peter_luc who wrote (29707)	2/27/2001 2:11:38 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re:AMD's PR department will have quite a lot to do in the next months to counter Intel's enormous marketing campaign." The Intel ads are so fluffy, lacking in information and obviously manipulative, that AMD could run a very simple, INFORMATIVE campaign stressing the better performance of AMD systems. No catchy jingles, slogans or whatever, just repeating the the hard info from PC World, PC magazine, CNet, etc, etc. I think a high-saturation radio campaign would be very cost effective and take advantage of Intel backlash caused by their ridiculous commercials. Petz