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

To: Paul Engel who wrote (42869)	6/6/2001 3:08:50 AM
From: Petz	Read Replies (1) \| Respond to of 275872

I don't know where this guy Gavric got the info that P4 0.13 samples were shipped six weeks ago. That was nowhere in the EBN article. And he conveniently leaves out that the P4 0.13 won't be shipped until "late Q4." from Intel's ( www6.tomshardware.com ) November 2000 roadmap: Intel is planning Pentium 4 processors at 1.7 GHz or more for Q1/2001 already and Q2/2001 is supposed to be the time when the first 2 GHz Pentium 4 will see the light of the world. from Feb. 9, 2001 (4 months ago) www6.tomshardware.com : The upcoming Pentium 4 is found in Intel's roadmaps under the code name 'Northwood' and is supposed to start replacing the 'old' Pentium 4 in Q3/2001. Besides other performance enhancements it will come with 512 kB second-level cache and therefore twice the L2-cache of today's Pentium 4. Northwood will be produced in 0.13 micron process and it will have a new package for a new socket called mPGA478, for it will have 478 pins, quite a few more than the 423 pins found in the Pentium 4 of today... From a leaked roadmap on April 9, 2001 Message 15636287 : The Pentium 4 CPU based on Northwood core will debut in mid Q4 and will have the starting core frequency equal to 2.2GHz. So, since 7 months ago (November), the 0.13u P4 has been delayed by AT LEAST six months. (From Q2 to "late Q4") Since 4 months ago (Feb. 9), it has been delayed at least three months. (From Q3 to "late Q4") Since 2 months ago (April 9), it has been delayed by at least one month (From "mid Q4" to "late Q4") and the clock frequency has been lowered by 10%. I'm starting to see a pattern here! With the beast still six months away, I figure there's room for about five MORE months of delay. Petz

To: Paul Engel who wrote (42869)	6/6/2001 4:05:01 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Wasn't August the month of the infamous P3 1.13GHz intro/recall? Doug

To: Paul Engel who wrote (42869)	6/6/2001 7:27:48 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Paul: " "TOKYO, June 6 (Reuters) - U.S. chipmaker Advanced Micro Devices Inc expects to boost revenues this year despite a slump in the overall semiconductor industry as it expands its market share, Chief Operating Officer Hector Ruiz said on Wednesday." Sounds like AMD is outperforming its competitors if year over year revenues are expected to increase this year...I certainly haven't heard INTC projecting increasing revenues this year, have you Paul??? I have heard INTC promising a lot of new some-time-in-the-future-if-ever new product releases though, and I've been hearing that for about 2 years now while INTC revenues appear to be spiralling down, not up!!! AMD's year over year revenues up...INTC's year over year revenues down...What can be the meaning of such opposite revenue trends, Paul???

To: Paul Engel who wrote (42869)	6/6/2001 8:41:41 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Paul: Mr Ruiz stated with respect to the prospects of PC recovery: ``We are seeing a little more activity ourselves and evidence from what customers tell us.'' Sounds to me like AMD's Q2 could be a bright light amongst the techs, particularly relative to INTC...Also sounds like AMD's leading edge product lineup is resulting in leading edge profitablility!!! Imagine Paul, if AMD's revenues can increase in Y2001, as Mr. Ruiz suggests they will, (by the way, what did you say INTC's Y2001 revenue growth rate would be???), then what AMD's revenues will grow by in a reasonable economic environment... With the leading edge Athlon 4, and leading edge server/workstation products to fill out its new product portfolio by the end of Y2001, a projected AMD 5 year revenue growth rate averaging 25% looks almost conservative, wouldn't you think??? (By the way, what 5 year average growth rate are you projecting for INTC???). Price is normally a function of profitability (i.e. eps) and projected growth rate...On both counts AMD far surpasses INTC, which strongly implies that the AMD/INTC current share price ratio of 1/1 is about to undergo a significant change which by year end should see a 2/1 or 3/1 ratio in favour of AMD, wouldn't you agree, Paul???