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

To: peter_luc who wrote (34847)	4/4/2001 4:25:48 PM
From: that_crazy_doug	Read Replies (2) \| Respond to of 275872

<< With the introduction of the 1.7 Gig P4 Intel will desperately try once again to significantly ramp P4 sales. But once again with these price cuts, AMD is closing the market for the P4. Thereby AMD is keeping the high end of the market completely for itself. And this will do wonders for AMD's general reputation. >> Even without the price cuts, P4 is still priced out of the market. The processor is becoming a minor part of the cost. Consider a 1 ghz ddr mid range system. You'll probably pay more for the motherboard, ram, videoboard, monitor, and cd writer then the processor. (okay, i unbalanced it a little by using a 1 ghz instead of a 1.3 ghz, but if i were building a system for someone I'd tell em to use a 1 ghz). P4s big killer comes in with high MB cost, and high ram cost IMO. If they get the motherboards under $100 and an SD ram chipset, then AMD's pricing won't be able to effect them because we'll only be talking a very small percentage of total system price. My 2 biggest AMD fears right now are 1) Flash totally falls a part and their other customers start fighting over teh contracts which get mired down into law suits. 2) P4 has an SDRAM chipset come out and even though the performance is horrible, no one cares because there are no apps which really point it out, and it becomes the generally accepted high end processor.

To: peter_luc who wrote (34847)	4/4/2001 4:44:07 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Peter, The only thing that is really ridiculously low is AMD's present share price. I am almost speechless regarding this week's price action Going from nearly $30 to nearly $20 in one week seems a little out of line, even in the sluggish overall market. I had my finger on the trigger to sell $30 calls, but I was afraid to have a short call position in the quarter with quarterly release. Oh well. Joe

To: peter_luc who wrote (34847)	4/4/2001 4:57:59 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Peter, do you know what's up with the 1233 MHz Athlon at K&M? I saw that they have them in stock since yesterday but I don't think they really exist (there is only a multiplicator for 1266 MHz available). Or might it be a 1266 MHz version we don't know of? Andreas

To: peter_luc who wrote (34847)	4/4/2001 8:16:22 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: On the other hand, the new Athlon stepping seems to have such a high bin split that AMD can afford to push the demand towards the highest speed grade. 220$ for the 1.3 Gig part may seem ridiculously low, but when this is going to be the best selling CPU it might pay off big time. I'd guess AMD's ASPs at $45 for Duron and mobile K6, $85 for Austin Athlons and $115 for Dresden Athlons. I'd guess about an equal number of sales from each. I think ASPs are about what they were last quarter (a little over $80) but that volume is higher than expected. If AMD is maintaining ASPs and increasing unit sales in this disaster of a market, they must be flat out thrilled. If they have to do it by offering extremely low prices on very fast chips, it really doesn't matter except, of course, for one tragic side effect: I know Jerry is personally devastated at what offering these high speed Athlons has done to Intel's carefully laid marketing plans for P4 and 1GHZ PIII, but what else can he do? He has a responsibility to his shareholders to make profits. Besides, Intel can afford to lose a few Billion, they'll barely notice it. :-) Regards, Dan