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

To: niceguy767 who wrote (69013)	1/26/2002 12:37:47 AM
From: Monica Detwiler	Read Replies (3) \| Respond to of 275872

Better duck, niceguy767 - a lot more "duds" are on the way. digitimes.com Intel: 50% more P4s in 1Q than in last Charles Chou, Taipei; Christy Lee, DigiTimes.com [Friday 25 January 2002] With increasing production capacity, Intel will be able to ship 50% more Pentium 4 processors in the first quarter than in the fourth quarter of 2001, said Kelly Wu, country manager of Intel Taiwan. Given the rising output, the months-long P4 shortage is finally being assuaged. To resolve the processor shortage and keep its lead in the market, Intel has been shifting its production to the 0.13-micron process. At present, Intel has adopted 0.13-micron processing in four 8-inch fabs. This year, two 12-inch fabs will also start manufacturing products on 0.13-micron geometry. Shipments of 0.13-micron-processed P4s are expected to surpass those of 0.18-micron-processed P4s in the second half of 2002. As for the share of its P4 products in the OEM market, which is less than 40% at the moment, Intel said that it estimates the figure will rise to over 50% in the second quarter when it launches its 845G integrated chipset. According to Intel’s initial roadmap, P4 processors should have accounted for 50% of the company’s total shipments by the end of 2001 and the shipment ratio of its DDR-based chipset was supposed to be close to that of the SDRAM chipset. However, impeded by the production transition progress and rising DDR price, respectively, Intel failed to achieve either of its original targets. However, Intel said that with increasing output the shortage problem is gradually being resolved. It also believes that the recent sharp price change is simply a short-term phenomenon and will not affect its full-year P4 shipment target. Intel plans to slash the prices of its processors, including 1.6-1.9GHz P4s and 1-1.3GHz Celerons, on January 27, and sell its 800-933MHz Pentium III processors at the same price of US$103 to clear out the inventories. Related stories:

To: niceguy767 who wrote (69013)	1/26/2002 12:40:02 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

People who KNOW performance don't care about RMBS! firingsquad.gamers.com Polls Intel is picking up the P4's slack. What's your preference? Athlon MP/XP - Still cheaper, still faster MHz for MHz: 76% Pentium 4 - Brute force at its finest: 16% Duron - Under-the-radar price/performance king: 5% Celeron - Slow, but at least it costs more: 3% Total Votes: 5035 4079 people out of 5035 prefer DDR! and that excludes the P4 with SDRAM numbers