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

To: Joe NYC who wrote (34632)	4/2/2001 11:11:11 PM
From: Joe NYC	Respond to of 275872

Interesting top 10 sellers (general, not just CPU): newegg.com 1. AMD Thunderbird 1GHz 266MHz Bus Socket A processor 256K cache Retail Box Version with HeatSink and Fan $193.00 2. EPOX MOTHERBOARD VIA KT133A CHIPSET, Supports 266 mhz FSB, Model 8KTA3 Socket A 6 PCI 1 ISA 4 DIMM ATA 100 - For AMD Processor $112.00 3. Plextor 16x10x40 CDRW PlexWriter Internal EIDE CDRW (Drive Only) comes with Adaptec CDRW Software and Mounting Screws PXW16104TA/BPS The PlexWriter 16/10/40A delivers what other companies only talk about true, unmatched 16X write capability from core to edge of a CD. Create a 650MB disc in about 5 minutes. Rewrite the disc in just over 7 minutes. With 40X playback, 2 MB buffer, the 16/10/40A can be a full-time replacement for your CD-ROM drive. OEM Version $199.00 4. Guillemot Hercules 3D PROPHET-II MX 32 MB AGP Video Card Nvidia Geforce 2 MX 32MB No TV Out (* OEM Brown Box ) $81.00 5. IWILL KK266 VIA Apollo KT133A Chipset, 266MHz Bus, Socket A Motherboard with Sound, 6-PCI, 1-ISA (1 shared), 1-AGP, 3-DIMM, on-board Audio. Retail Box v.1.2 bug free* $124.00 6. ATI Radeon 64MB DDR 4X AGP Video Card Powered by the ATI RADEON graphics processing unit (GPU) Featuring ATIs CHARISMA ENGINE, PIXEL TAPESTRY and VIDEO IMMERSION technologies - VIVO: Video in / Video Out - Retail Box Version $179.00 7. AMD Athlon Thunderbird 1.33GHz 266MHz Bus Socket A PGA Processor-OEM Version (Requires fan that supports 1.33GHz processor (Click here to order the Optional Cooler Master Processor Fan that supports 1.33GHz processor) $234.00 8. Western Digital 3.5 inch Ultra EIDE 40GB Hard Drive 5400rpm ata 100 - OEM VERSION - Drive Only - Three Years Warranty $107.00 9. Western Digital 40GB 7200RPM EIDE Ultra 100 3.5" model 400BB - OEM VERSION - Drive Only - Three Years Warranty $129.00 10. MSI PRO266 MASTER FCPGA. Pentium/Celron 433Mhz ~ 1.13Mhz+, VIA VT8633, 4X AGP, 5 PCI, 1 CNR, 2 DIMM, 3 PC1600 /PC2100, 200Mhz/266Mhz, DDR DIMMs, UDMA100, With Audio. NO RAID Mfr. $129.00 2 AMD processors, 3 motherboards for AMD processors and some peripherals. Joe

To: Joe NYC who wrote (34632)	4/2/2001 11:54:19 PM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

"How likely is any of this (or all of this) to happen. I may be paranoid, but I always in the back of my mind expect the other shoe to drop." "I am wondering what is it that is going to prevent AMD from having a great Q2. There is always something. I guess possible dangers are:" "- overall demand collapses like it did in Q4" Not a significant danger, even if it occurs. "- flash may be extremely week and will offset any potential gains in the CPU market" Possible. Contract sales can be cancelled. "- notebook entry arrives too late to make any difference" Very likely, but this probably would not be enough to cause a weak quarter. "- 1.7 GHz released early in the quarter and P4 catches on" Not likely cause a problem unless AMD makes unnecessary price cuts. "- Intel fights like hell, starts a price war, matches and undercuts AMD's prices" A real potential danger, but only if AMD responds to Intel price cuts. Intel will not have sufficient volumes of P4 to be able to engage in a price war at this level. Nor will they have sufficient quantities of Tualatin to pose a significant threat, even if the desktop variant is released. This means that Intel's price war would be restricted to 0.18-micron P-III and Celeron processors. With Athlon spanning from 1.0 to 1.333 (and possibly up to 1.467) GHz, 0.180-micron P-III can't touch Athlon, and for Intel to engage in a price war of P-III versus Duron would be suicidal.