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

To: wanna_bmw who wrote (60060)	10/24/2001 7:09:16 PM
From: AK2004	Respond to of 275872

bmw thank you for the article, and I have to run now. Could not resist but to wonder on how higher than expected demand for p4s that caused shortages lead to lowering guidance for p4 unit shipments? Regards -Albert

To: wanna_bmw who wrote (60060)	10/24/2001 7:58:51 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

bmw, Intel has started mass production of its processors based on 0.13-micron technology in the fourth quarter of 2001 as planned and will introduce the products in the first quarter of 2002 as scheduled. LOL. I think he is talking about the revised schedule. For those who listened to AMD CC, AMD did the same thing, almost shamelessly. Hammer, SOI and even bulk .13u all slipped, but the AMD spokespeople said everything was on schedule. Joe PS: It seems that the latest revision of AMD "schedule" for .13u bulk silicon is approximately the same as Intel's schedule for Northwood. Somehow, I have a feeling that Northwood will beet Thoroughbred to market. PPS: Another poll? Which one will appear first on Pricewatch with 10 entries "In Stock", Thoroughbred or Northwood. My bet is Northwood. Joe

To: wanna_bmw who wrote (60060)	10/24/2001 11:18:55 PM
From: Dan3	Respond to of 275872

Re: Despite the current sluggish market forcing Intel to revise its shipment target of Pentium 4 processors by year-end from 60% of total shipments to 50% A sluggish market would make it easier to increase the proportion of P4's, not harder. Since Intel has to give up 4 to 5 PIIIs (or Celerons) for every P4 produced, the fewer total chips needed to satisfy the market, the greater the proportion of wafer starts Intel can allocate to P4. P4 continues to be a mediocre chip with mediocre sales, but since PIII is more profitable for Intel, P4's failure isn't a problem for them - near term.