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

To: Ali Chen who wrote (43768)	6/11/2001 6:32:26 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

RE:Infrastructure improving in the next 3 months... "With all due respect Jim, what makes you think this way? Just curious..." Ali, 1. 760 MP-SHIPPING NOW. 2. Tyan Thunder server board- shipping NOW. 2 more Tyans, starting in July. 3. 4 other SMP boards shipping starting July with Asus or MSI. 4. SIS 735- shipping in the next 2 months. ...this is a chipset with north and southbridge on same chip, benches show it beats the 760. 5. Nvidia Nforce- shipping in the next 3 months. ...this chipset should completely wipe out the Celeron and low end P-III...where as Celerons still out sell Durons. It will make low to mid Pinto4s look like they are stuck in the blob. (Steve McQueen). Especially if they are attached to SDRAM and anything less than a Geforce2 or maybe even 3. 6. VIA KT-133A. VIA ran around Computex begging motherboard makers not to abandon them, they they were getting the KT-133A "right". Nothing like a little competition to get these jokers to fix something. 7. VIA DDR Athlon SMP chipset hits the market. Still iffy. Other than Intels installed base and marketing clout, MHz is AMDs main disadvantage right now. Plain and simple. Intel will go to 1.9 on .18u before the end of the year. AMD needs to be at 1.7 Ghz or better...Palomino can take them there in Q3 or 4. The Xeon 1.7 GHZ Pinto4 will do well in the server area because it's Intel and because of it's MHz but AMD will obviously make inroads. SImply because the are coming from 0 with a good product. Because of the weak server market, large OEMS will be reluctant however. They will have to see some second tiers doing well to get them off the snide. Compaq will likely be the first. I think it's a forgone conclusion, AMD will take back much or more of the notebook market they once had. go to compaq.com and pick out a nice Athlon 4 1200 series presario notebook. Why they don't use them in their Armada and presario 1800 series yet is beyond me. Jim