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

To: peter_luc who wrote (48178)7/18/2001 6:18:24 AM
From: andreas_wonischRead Replies (2) | Respond to of 275872
 
Peter, Re: Very bad projections for AMD by Dean Kent

I think he is right. I don't know if AMD stuffed the channel or not this quarter but that's only a short-term effect anyway. The main problem is Intel accelerating the P4 ramp. If AMD wants to maintain ASPs (even in the extremely low range they are now), they have to stop trying undercutting Intel in price at a given clock-speed. If they don't, things will get much worse IMO. P4 is clearly scaling much better than Athlon and Intel can easily leapfrog AMD on every new clock-speed introduction.

I don't expect things to get better until Hammer arrives. I really hope that AMD optimized it for clock-speed not IPC. It needs to be introduced at >3.0GHz for AMD to stay competitive.

Andreas



To: peter_luc who wrote (48178)7/18/2001 8:56:59 AM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: AMD in a precarious position?

Intel has effectively removed PIII from the market by overpricing it and AMD can supply, at most, 30% of demand.

What else could possibly happen except for more P4 sales?

Dean isn't usually quite so dim.

Intel used to make PIII's for $25 and sell them to OEMS for $125, now they are making P4's for $60 and selling them to OEMS for $100.

This will be a tough quarter for AMD, it will be a tougher one for Intel.


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