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

To: Monica Detwiler who wrote (69025)	1/26/2002 12:51:40 AM
From: Elmer	Read Replies (2) \| Respond to of 275872

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. Well with AMD's yield problems and Intel opening the flood gates, it's back to low cost fleamarket white boxes and deep losses for AMD. We already have XPs doing a nose dive on pricewatch.com. Meanwhile Jerry will tell the Droids everything is coming up roses and NiceGuy will lose another bundle. Where does he get all that money to lose anyway? We could have another couple of aircraft carriers if he just put that money he loses to better use. EP

To: Monica Detwiler who wrote (69025)	1/26/2002 2:58:43 AM
From: Petz	Read Replies (2) \| Respond to of 275872

At present, Intel has adopted 0.13-micron processing in four 8-inch fabs. It takes four fabs to produce the piddling amount of P4 2.0A's and P4 2.2A's that we see on the market? Petz

To: Monica Detwiler who wrote (69025)	1/26/2002 10:12:44 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Monica: "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." Didn't you, or one of you intellabee peers, assure us that p4's comprised 50% of INTC's mix in q4??? Tell me it isn't so that INTC missed yet another target...but INTC never misses their target, never misses their target, neve misses their 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." Hmmmmmm...but p4's are out of stock, aren't they??? Tremendous p4 shortage, yet slashing prices to clear out inventories??? Hey Monica, do you own a lot land in Florida???