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

To: milo_morai who wrote (47191)	7/12/2001 12:21:18 AM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

No Dilemma here for Dell and the Pentium 4 !! Dell is gearing up for a BIG Pentium 4 push this fall ! "Starting in August, Asustek will produce close to 200,000 P4 boards for Dell each month....According to sources, Dell is interested in outsourcing even more, and by year-end Asustek may be responsible for 30% of its motherboard needs. Dell is also said to be looking for other Taiwanese motherboard OEMs." digitimes.com Dell gives motherboard order to Asustek Samson Yu, Taipei; Noah Sauve, DigiTimes.com [Wednesday 11 July 2001] On July 9, following much speculation, Dell Computer’s OEM order for Socket 478 Pentium 4 motherboards was finally confirmed to have gone to Asustek Computer. Starting in August, Asustek will produce close to 200,000 P4 boards for Dell each month. According to sources, Dell is interested in outsourcing even more, and by year-end Asustek may be responsible for 30% of its motherboard needs. Dell is also said to be looking for other Taiwanese motherboard OEMs. This is the first time Dell has placed an OEM order for motherboards in Taiwan. The company is very demanding of OEM partners, and at one time or another First International Computer (FIC), Acer, Asustek, Gigabyte Technology and Micro-Star International (MSI) have all been snubbed by Dell for being under par. Nevertheless, Dell’s low-price strategy has made it almost impossible not to seek lower cost production. The company relies heavily on Quanta, Compal and Acer DMS for notebooks and Quanta for PC servers.

To: milo_morai who wrote (47191)	7/12/2001 12:48:01 AM
From: Paul Engel	Respond to of 275872

<font colour = Disappearing Derbes Green> because of the numerous delays of Palomino CPUs, the elder Pentium 4 models will be faster than the elder Athlon CPUs. If so, the only market advantage of AMD will be its comparatively low prices. xbitlabs.com Duron 1GHz to Arrive On Monday [2:25 pm] Gavric Another AMD Duron processor clocked at 1GHz is planned to be launched on Monday, The Inquirer reports. Duron 1GHz will be the last Value CPU from AMD based on Spitfire core. Furthermore, the new Duron's launch will coincide with a magnificent price-cut for the whole Athlon line. Under-1GHz Athlon CPUs will stop shipping as well. Speaking of the company's other plans, the rumors about Athlon and Duron migrating to the 0.13-micron technology no sooner than in September-October seem to be true. The latest announcement AMD addressed to the mainboard manufacturers deals with Athlon 1.53GHz on Palomino and Duron 1GHz on Morgan core to appear no sooner than in September. Thus, AMD retains its technological leadership in the Value-CPUs sector: the rivalry Celeron processors from Intel have soared no higher than 900MHz and their migration to the 0.13-micron technology should take place only in the second quarter of 2002. On the other hand, the market outlooks for the Athlon family are not so peachy either. It may happen so that because of the numerous delays of Palomino CPUs, the elder Pentium 4 models will be faster than the elder Athlon CPUs. If so, the only market advantage of AMD will be its comparatively low prices.

To: milo_morai who wrote (47191)	7/12/2001 1:12:39 AM
From: kapkan4u	Read Replies (3) \| Respond to of 275872

The scariest thing for AMD that Intel could do is to junk P4 for Tualatin and junk Itanic for x86-64 extended Tualatin. Minor changes to PIII's pipeline could keep the MHz in P4's ballpark with much better IPC, smaller die and cheaper platform. I should not be giving Intel any ideas, but I am confident that Intel's gutless management will continue covering up the P4 and Itanic blunders. Kap