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

To: AK2004 who wrote (48222)	7/18/2001 12:37:04 PM
From: bacchus_ii	Read Replies (2) \| Respond to of 275872

How long before Intel announce fab(s) shut down? Gottfried

To: AK2004 who wrote (48222)	7/18/2001 12:48:01 PM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Albert, the problem is that when OEMs have 35 days of inventory of Intel CPUs they will not be willing at all to sell Athlons, but to get rid of all their Intel stuff instead. So we can forget about any AMD business OEM win in the foreseeable future. OTOH: I didn't follow the famous bestseller lists of K&M Elektronik closely in the last weeks. However, my general impression was that CPUs have been less and less prevalent in the GENERAL bestseller list during the last months. But since I have returned from my last journey I checked the last three daily lists and found AMD CPUs not only occupying all 10 places in the daily processor bestseller list, but also having a strong entrance again in the general top 10 list (two times number 2, one time number 1, except today 3 entries in the general bestseller list). So, maybe we see a pickup of AMD CPUs in the consumer space, at least here in Germany. And this could accelerate greatly with the arrival of the Crush chipset which could once again offer a good reason to upgrade. Peter

To: AK2004 who wrote (48222)	7/18/2001 1:03:20 PM
From: Road Walker	Read Replies (1) \| Respond to of 275872

Albert, Were those inventories just microprocessors, or did they include flash and network/comm products? John

To: AK2004 who wrote (48222)	7/18/2001 3:39:24 PM
From: Petz	Read Replies (2) \| Respond to of 275872

I'll repeat my "contest" concerning the i845 chipset, since no one even commented: Which of the following statements is true about the i845 (P4 SDRAM chipset)? 1. Although the chipset supports DDR, Intel will not allow mobo's to enable this feature and will enforce this until 2002 2. Same as (1), but Intel will support DDR just in time for Christmas. 3. Actually, Intel WILL allow DDR mobo's, the whole story about the DDR feature being disabled is Intel baloney. Then there's the question of how strongly Intel will push SDRAM P4 vs. RDRAM P4. Which of the following is true? 1. Intel will heavily push SDRAM in both business and consumer PC's 2. Intel will push SDRAM (or DDR) in consumer PC's but will continue to favor RDRAM in business PC's. (I know it's really up to the OEM's, but Intel can control what the OEM's do in various ways.) 3. Intel will push RDRAM for the top two speed grades and SDRAM (SDR or DDR) for all other speed grades. My answers are (3) and (3). The reason I think DDR support will happen sooner, rather than later, 1) fear of an AMD marketing campaign (public or private) lambasting low P4 performance with SDR 2) sudden stop in free postage on DDR from Crucial Petz