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

To: AK2004 who wrote (35341)	4/10/2001 12:03:40 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

albert: "ps I have to admit that the cuts are somewhat more drastic than I would have expected...." Perhaps we are at long last entering the marketing phase whereby the quality price/performance output from Dresden can begin to command a much, much narrower discount than INTC has been accustomed to...In fact, if mobile ponies offer the same kind of price/performace benefits as do the Athys, it may not be too much longer before Dresden output commands a premium to equivalent INTC product!!!

To: AK2004 who wrote (35341)	4/10/2001 2:57:32 PM
From: dale_laroy	Read Replies (6) \| Respond to of 275872

"even dell is not hot on marketing p4s to larger clients." Larger clients almost certainly means the corporate market. This is the danger for Intel. If the corporate market, which accounts for 80% of Intel's sales, rejects the P4, that means they will either stick with the P-III, or move on to the Athlon. I believe that the primary reason that AMD has not had much success with the corporate market is that corporate buyers want stability. They want a platform that will be viable for the next 3-4 years (no change of system bus) and be shippable in adequate volumes. AMD plans to move from Socket-A to an integrated NB and HT with Hammer beginning in less than a year, and with just two fabs could run into capacity problems prior to 2004 when Fab35 begins to ramp. AMD desperately needs to announce a foundry agreement with IBM. Such an agreement, covering only Athlon/Duron, could provide corporate America with the confidence in both volumes and longevity to commit to Athlon/Duron. I would like to see AMD use IBM's design and foundry services to provide a 0.13-micron shrunk SOI variant of the mobile Palomino, as well as a 0.13-micron shrunk SOI variant of the server Palomino. Especially if Thoroughbred were to implement SSE, once the Fab30 produced SOI variant of mobile Thoroughbred entered the market, the IBM produced mobile Palomino would play an only slightly greater role in the market than the Littlefoot K6. And, while a 0.13-micron shrunk SOI server variant of Palomino with 512K L2 cache could enter the mainstream market should a shortage develop, it would be too expensive to compete against a bulk silicon Thoroughbred when processors are plentiful and prices low.