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

To: Charles R who wrote (43479)	6/8/2001 8:04:10 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Charles, The smart OEMs see that what is good for AMD is good for them in terms of a stick to make Intel drop prices. CPQ and IBM as well as GTW saw that. Dell saw that and decided to let the others support AMD, but would not bear any of that cost themselves. Now we see the same situation. if no-one in the top tier supports AMD than xeon prices will not fall. That means that CPQ as well as IBM will buy and use AMD server parts as soon as they are qualled. It is self defence against Dell who gets better pricing than they do. None of them want to go back to the bad old days og the intel monopoly and $500 ASPs(more or less) bill

To: Charles R who wrote (43479)	6/8/2001 8:12:28 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Cancellation of the original MP chipset with SDR" I am pretty sure that the original MP chipset was DRDRAM. To cut the memory bandwidth down that far would have made the Athlons perform too close to the PIII.

To: Charles R who wrote (43479)	6/8/2001 9:07:10 PM
From: stribe30	Read Replies (1) \| Respond to of 275872

Charles responded to this : <In my opinion, if AMD had launched 1 GHz product in December instead of 1.2 GHz product in June, no Tier 1 OEM would have adopted it until at least March.> With this: Why should AMD have launched 1 GHZ product in Decemeber when Thunderbird was already released at 1.2GHz two months before that? I think you misinerpreted this.. I believe he was saying if they had released the Athlon MP in December.. we would not have had any Tier 1 OEMS supporting it immediately either... a release now or a release back then when you apparently think they should have released it and/or your criticism of no Tier 1 OEMS at launch isnt very fair.

To: Charles R who wrote (43479)	6/9/2001 1:01:27 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Going all the way back to 386s AMD has been able to secure at least one Tier-1 OEM for a major microprocessor product launch. This is their first foray into servers and workstations, and that's a conservative market. They have Compaq, HP, and Sony on board for the mobile launch of what's basically the same part. AMD's biggest problem right now is production capacity, but, given the prospects for the semi market over the next 2 years, too little is better than too much. It's more important that they make money than gain every possible market share point.