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

To: peter_luc who wrote (35416)	4/11/2001 12:59:16 AM
From: porn_start878	Read Replies (1) \| Respond to of 275872

LOL! That 50% price cut doesn't make much more sense... I would rather say : 1.7GHz ---- $701* $562 1.5GHz $637 $519 $352 1.4GHz $423 $375 $256 1.3GHz $332 $268 $193 Which stupid would buy a 1.3GHz priced the same as a 1.4GHz??? Max Scumbria, doesn't this FUD sound quite familiar?

To: peter_luc who wrote (35416)	4/11/2001 12:59:29 AM
From: jamok99	Respond to of 275872

Peter, Re: <<P4 2 GHz to be launched in June! See xbitlabs.com It is going to become increasingly difficult for AMD. The high MHz numbers will be Intel's big trump card>> At first I thought about replying to your comment with something snide like, "Is that a paper launch or a real launch"? Then I read the article at the address you cited. Cripes! If these are reliable reports, the Mhz lag isn't half the problem! The pricing pressure alone would appear to make AMD once again stand for "AlMost Dead"! I admit I'm probably far behind the curve as this is my first visit back to the thread in a long time. I've been in ignorant bliss, assuming that when all the economic debris clears, AMD would still be in a good position. How credible is this source? I'm also interested in any comments board posters might have about how AMD would answer such severe pricing pressures in the segment of the market that it can compete in speed in.

To: peter_luc who wrote (35416)	4/11/2001 1:12:29 AM
From: porn_start878	Read Replies (2) \| Respond to of 275872

AMD to release 3GHz SledgeHammer in June! Message 15645636 Max

To: peter_luc who wrote (35416)	4/11/2001 1:23:34 AM
From: Milan Shah	Respond to of 275872

Ok guys, is this all some big left-over April 1 joke I am not getting? From the article: Celeron 900 will also cost quite a lot: its price will be only $20 less than that of Pentium 4 1.3GHz. We suppose that its performance will also be not too much lower than that of Pentium 4 1.3GHz. Uh? Celeron 900 priced similar to P4 1.3 because it has similar performance? Milan

To: peter_luc who wrote (35416)	4/11/2001 3:21:34 AM
From: dale_laroy	Read Replies (2) \| Respond to of 275872

"It is going to become increasingly difficult for AMD." I would say that this would be very good news for AMD. If Intel gets this serious about ramping production of P4, a processor shortage will develop. After all, Intel is probably sacrificing at least 3 P-III processors for every P4 they are shipping. Thus to produce one third of the number of P4 processors as they currently are P-III processors they would need to devote their entire existing 0.18-micron capacity to P4 production. Even if they add 50% to their capacity by the end of the year, they will be producing only 84% of their current volume in processors.

To: peter_luc who wrote (35416)	4/11/2001 8:19:22 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: P4 2 GHz to be launched in June! x-bit makes stupid mistakes from time to time. The next story has a discussion of how the SiS730SE adds support for 266FSB to the SiS730S. The SiS730S has always had 266FSB support. There has never been any indication or report anywhere that it did not. Every specification and report on the 730s has listed 266FSB support. It's been listed on their website for many months. I have 2 systems at home using this chipset, one almost 4 months old, and they both support 266FSB. And x-bit's story features a big bullet that says: 730s doesn't support 266FSB. Having said that, we have been expecting 2GHZ P4s "real soon now" since early January. Between the size of the P4 die, and the lack of non-rambus chipsets, the majority of Intel production will be PIII/Celeron at or below 1GHZ. AMD can match or exceed both nominal GHZ and performance of those chips handily. I keep posting that good news for AMD is that Athlon ASPs will be in the low $100s, and that pricing can continue to be supported with P4 at 2GHZ as long as the P4 volume is limited by size and/or infrastructure. Most of Intel's production for several quarters will continue to be .18 PIII/Celereon - and those parts will be all but unsellable for desktop systems once 2GHZ P4 starts to be promoted. OTOH, it would be best for AMD if wafer starts are including quite a few palaminos at this point in time, because a quarter from now, they will be quite important for the company. It would be nice to know whether or not this is the case. Regards, Dan