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

To: Dan3 who wrote (48531)	7/20/2001 6:25:32 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

Dan, You just don't get it do you??? Intel is pushing PIV's into US retail desktops. The high end of which used to be Athlons. Now IT WILL BE 1.6-2.0 GHZ PIV's. In business where they have majority of biz. They are still shipping LOTS of PIII's. Which on the higher MHZ units will have MUCH higher prices. AMD will get SOME relief in US retail NOTEBOOKS. But their high margin area is under attack. Now i know you think 1M notebook chips are "in the bag" for Q3. But you are way off volumes as well as ASPS. regards, Kash

To: Dan3 who wrote (48531)	7/21/2001 2:05:41 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

<font colour = niceguy rose-coloured-glasses>"We are already producing Pentium 3 processors on 0.13µ, our plans to begin migration of Pentium 4 Processor in Q4 of this year are on track. "The delay of the SVG tools will not affect Intel's production schedules. We have multiple techniques for enabling 0.13µ technology with and without phase shift technology. 213.219.40.69 Intel: no probs with .13 micron SVG has no effect By Mike Magee, 20/07/01 20:53:48 BST THERE ARE NO PROBLEMS with Intel's .13 micron "Tualatin" technology, a representative said today. That follows a story written on Silicon Strategies which claims that ASML's inability to ship products to Intel will affect its ability to produce enough microprocessors using the process. In April, we reported that shipments of the tool would not affect Intel's process technology, following a similar story then. An Intel representative said today: "We are already producing Pentium 3 processors on 0.13µ, our plans to begin migration of Pentium 4 Processor in Q4 of this year are on track. "The delay of the SVG tools will not affect Intel's production schedules. We have multiple techniques for enabling 0.13µ technology with and without phase shift technology. "We demonstrated this capability late last year when we disclosed the world’s fastest and smallest transistor." The SS story is here. µ

To: Dan3 who wrote (48531)	7/21/2001 1:06:04 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

How does AMD's Server RoadMap hold up to Intel's? Intel's Server RoadMap - as per the Inquirer 213.219.40.69 Chipzilla preps for server onslaught - Proliferate in every segment By Mike Magee, 21/07/01 16:39:32 BST INTEL'S FOSTER XEON at 2GHz will be introduced in September as the chip giant plays a cautious game by flooding new sectors of the market with Pentium III-S 'Tualatins" with 512K of cache in both single and dual processor configurations. The 64-bit McKinley processor will go into pilot in the last quarter of the year, with the platform being ready Q2/Q3 next year, rather like the Itanium-Merced this year. The firm now has a complex workstation roadmap which seeks to unite its 64-bit Itanium processor family, its Xeon Foster using the 860 chipset, its Pentium 4 using the 850 chipset and other contenders including dual Tualatin Pentium III-S processors. The Itanium family is now described as "broadening the value proposition over time", the Xeon Fosters as offering configuration and price flexibility as well as performance, differentiation on the dual processor front, and such things as the number of memory slots. The IA-32 "Family Entry" Pentium 4s will also be positioned in some cases as "uniprocessor workstations" using high bandwidth Rambus. It appears that Intel will introduce its 2GHz Pentium 4 for workstations on the Nortwhood platform as early as this quarter, according to the most recent roadmaps we've seen. Dual Pentium III-S/512K systems will be aimed at the small and medium business market. In the second half of next year, Intel wants to wave goodbye to these Pentium III-S and move everyone to "Netburst" (Pentium 4/Foster core) processors using Prestonia and Plumas LE. The UD (uktra dense) Pentium III-S/512 processors are aimed at static and dynamic web hosting, telecomms, VOIP gateways, and media-server gateways. For the front end server market, these babies will use third party chipsets from Serverworks (Broadcom, cough) and Micron Copperhead. Clock speeds will vart between 700MHz and 1.4GHz, but, as stated here before some time ago, they will be low voltage 1.10V babies, some of which will use the 100MHz FSB and will only be available for big OEMs, unusually. These ultra dense chips occupy both dual processor and uniprocessor segments right through until the end of next year, it appears. People, we expect, will stack em in racks. There is no early date yet for the Xeon Foster 4-way and 8-way processors. Q1 of next year is the earliest we'll see these processors. As stated earlier in this piece, Xeon Foster processor price changes will sync with the Pentium 4 price changes. The 2GHz Xeon will cost $615 at launch at the end of August, and will then drop to $444 on the 28th of October. Itanic prices will stay the same. Cashcade 900MHz and 700MHz processors will stay the same. The 1GHz Coppermine-T Pentium III will drop to $181 at the end of October, and the 933CuT to $154, spelling the end of the 866 Coppermine T processor.