Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Win Smith who wrote (35260)	4/9/2001 11:50:11 AM
From: peter_luc	Read Replies (1) \| Respond to of 275872

See also "New Intel's Roadmap Details" xbitlabs.com "New Intel's Roadmap Details [7:10 am] Rat This Chinese site today posted some additional info on Intel’s plans concerning Pentium 4 promotion. Here are some major ideas for you: - By the end of 2001, the frequency of Intel Pentium 4 processor will reach 2GHz. There will be two different Pentium 4 processors in the market then: 0.18 micron Pentium 4 on Willamette core and 0.13 micron Pentium 4 on Northwood core. Both CPUs will be designed for Socket478 interface. Northwood however, will have a twice as large L2 cache equal to 512KB. - 2GHz will be the maximum core frequency for Pentium 4 based on Willamette core. This CPU will be released in Q3 and will cost $562 (at launch). - The Pentium 4 CPU based on Northwood core will debut in mid Q4 and will have the starting core frequency equal to 2.2GHz. In Q2’02 we expect Northwood 2.4GHz to come out. - According to Intel's roadmap, Tualatin Pentium III will be announced in Q3 2001. There will be three CPU versions with the following core frequencies: 1.13GHz, 1.2GHz and 1.26GHz. However, the mainboard manufacturers do not think that this CPU will be popular because by the time it is launched Intel Pentium 4 will already cost considerably cheaper than Pentium III Tualatin. So, once again we see that the info about Intel staking its Pentium 4 as a favorite of 2001 is absolutely true. Intel wants its CPU market to be divided into three equal parts by the end of the year: 33% for Intel Celeron CPU, 33% for Intel Pentium III and 33% for Intel Pentium 4. We would like to thank Zaggi, who was so kind to provide us with this info." Hmm, once again, the market seems to believe that AMD is roadkill. I think so, too. AMD is dead. Just see today's processor top 10 bestseller list of K&M Elektronik: 1 AMD DURON 800 2 AMD ATHLON K7 1000 Thunderbird 3 AMD ATHLON C K7 1333 Thunderbird FSB266 4 AMD ATHLON K7 900 Thunderbird 5 AMD ATHLON C K7 1200 Thunderbird FSB266 6 AMD ATHLON K7 1200 Thunderbird 7 AMD ATHLON K7 800 Thunderbird 8 AMD DURON 700 9 AMD K6-2 500 10 INTEL PENTIUM III 866EB FCPGA Peter frustrated :(

To: Win Smith who wrote (35260)	4/9/2001 12:14:24 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Win, 2.2 GHz? The jump from 1.7 to 2.0 is 0.3, so why would Intel make the next increment only .2? Joe

To: Win Smith who wrote (35260)	4/9/2001 1:43:11 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Win, if Intel continues on this price war path, as per Mike Magee's latest, they would be selling the majority of their P4's below fully-loaded cost to compensate for the Rambus tax. If demand stays flat or even declines slightly as is normal for Q2, Intel will post its first loss and AMD will be about breakeven with an ASP of $80. Let's hope some sanity returns to Intel. Petz