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

To: pgerassi who wrote (60604)	10/26/2001 10:13:33 PM
From: AK2004	Respond to of 275872

Pete re: Could we see red in Intel's Q4 earnings? I doubt it, intel is more imaginative with their accounting than with their technology. :-)) re: shortages of P4s good point Regards -Albert

To: pgerassi who wrote (60604)	10/26/2001 11:05:09 PM
From: Paul Engel	Respond to of 275872

Dear Clueless - You don't keep up with the news - or the SCHEDULED price cuts. Intel, AMD to nip prices again By Michael Kanellos Staff Writer, CNET News.com October 26, 2001, 11:10 a.m. PT news.cnet.com The processor skirmishes will start again in a few days when Intel and Advanced Micro Devices cut prices on their desktop chips. On Sunday, sources said, Intel will trim the prices on select Pentium 4 and Pentium III chips by up to nearly 30 percent. The 2GHz Pentium 4, for instance, will drop from an official wholesale price of $562 to close to an estimated $400--a decrease of 29 percent. The 1GHz Pentium III, meanwhile, will drop from $193 to an estimated $163, sources said. Rival chipmaker AMD will then follow Monday with price cuts of its own on the AthWiper XP family, which debuted earlier this month. The 1800+ AthlWiper XP's price will drop 15 percent, from an official wholesale price of $252 to an estimated $215. Meanwhile, the $190 1700+ AthWiper XP and the $160 1600+ AthWiper XP will drop to an estimated $160 and $130, respectively. The 1500+ AthWiper XP will also dip from $130 to $120. Shoppers, though, won't have to wait to take advantage of many of the upcoming discounts. Because of an excess supply of most processors, both distributors and dealers have been cutting their prices in advance of the official price cuts. In addition, AMD sells its chips to large distributors and PC makers at discounts well below the "official" price. As a result, AMD chips typically sell for less than the posted price. Several computer dealers, for instance, sell the 1800+ Athlon XP for between $205 and $219, and the 1700+ for $149. The 2GHz Pentium 4 already sells for $514 to $552--higher than the upcoming price but lower than the official price. The 1.9GHz Pentium 4, which officially sells for a wholesale price of $375 in 1,000 unit quantities, can already be picked up for $358. The upcoming price cuts aren't as steep as the discounts that occurred in August. Instead, the cuts may be calculated to create room on the price lists of both companies for upcoming products. AMD, for example, plans to introduce a 1900+ Athlon during the quarter. The chip will run at 1.6GHz and likely outperform the 2GHz Pentium 4. For its part, Intel plans to come out with a 2.2GHz Pentium 4 in early January, code-named Northwood, that will contain a performance-enhancing secondary cache with 512KB of memory. Currently, the Pentium 4 comes with a 256KB secondary cache. More price cuts will likely follow the introduction of Northwood because the chip is smaller than current Pentium 4s, a factor that lowers manufacturing costs. Analysts say that lower prices could help out the limping PC market. "People aren't feeling as rich as before," said Dan Niles, an analyst at Lehman Brothers. AMD and Intel have been dueling over prices throughout 2001. AMD's market share jumped to 21 percent in the first quarter from 17 percent in the previous quarter--its quickest acceleration since 1999. In April, Intel retaliated with scorched earth prices on the Pentium 4. Besides helping the company gain market share back from AMD, Intel said in March that price cuts would also allow the Pentium 4 to replace the Pentium III inside desktops by the end of the year. Although the chip reductions have led to cheaper prices on performance PCs, both companies have felt an effect on the bottom line. AMD enjoyed profits in the first half but reported a net loss of $190 million in the third quarter and is in danger of ending up in the red for the entire year. AMD achieved an annual profit in 2000. Before that, its last annual profit came in 1995. Yes, pgerasssi - AMD may lose money for the enitire year ! Similarly, Intel has seen its revenue and profits slide. In the third quarter, earnings dropped from $2.89 billion to $655 million in the same period a year ago--a whopping 77 percent decline. Meanwhile, revenue in the quarter declined 25 percent to $6.5 billion, compared with the year-ago quarter. Go to Front Door \| Personal Technology \| Search \| One Week View

To: pgerassi who wrote (60604)	10/26/2001 11:31:26 PM
From: Win Smith	Respond to of 275872

AMD, Intel drop prices next week theinquirer.net That one doesn't spell out the cuts. This one does, though: theinquirer.net Pentium 4 August 26 October 28 2 GHz $562 $401 1.9 GHz $375 $273 1.8 GHz $256 $225 $398 seems a little cheap, though.

To: pgerassi who wrote (60604)	10/27/2001 12:22:40 AM
From: Charles Gryba	Read Replies (3) \| Respond to of 275872

Pete, the interesting part is that TBird prices are rising and XP prices are holding. I think the XP Quantispeed thing is working. Who would pay $500+ for a 2Ghz P4 when the press has spoken and said that the XP1800+ is about as fast and it costs $300 less? C

To: pgerassi who wrote (60604)	10/27/2001 2:04:36 AM
From: peter_luc	Read Replies (2) \| Respond to of 275872

Dear Pete, "There are now fewer listings for P4s than Athlon XP 1800+s. It may be that 8+ million in AMD CPU Q4 unit sales estimate may be on the low side." This is very encouraging and I am very bullish on AMD right now. Just one little thing bothers me a bit: The Athlon 1400 used to be number 1 on the daily general top 10 bestseller list of K&M Elektronik for many weeks. The next processor on the general bestseller list has been the Athlon XP 1500+ (previously it was the Athlon 1200) at number 9 or 10. Now the Athlon 1400 is gone and the best selling processor is the Athlon XP 1500+ - still being number 9 or 10 on the general bestseller list. So the Athlon 1400 is not substituted. AMD just lost its best selling processor while the other processors apparently didn't improve very much in sales. Of course, this is just one single online vendor in Germany with very, very limited significance. Nevertheless, I would be happier if the Athlon 1400 was still around and selling like hotcakes as it was before. Peter Edit: This is only valid for the DIY market. Of course, the arrival of the Athlon XP seems to fuel AMD sales in the OEM market big time as it as indicated by several very important design wins for the AXP in large German food chains (sorry for always referencing to Germany; I just cannot judge the situation on the US).