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

To: Joe NYC who wrote (70877)	2/7/2002 5:59:19 AM
From: TGPTNDR	Respond to of 275872

Joe, Re: Slides from the BOA conference. Do read the commentary that went with the slides. Some of them were left over from last Novembers analyst conference and there are times when Ben used some language which seemed fairly tortured to my ear to point out that the (old)slide was saying something, thus distancing himself, at least a little, from what the slide was saying. So while he never said 'don't take this slide too seriously', I sure thought the inflection of his voice and tone said it a couple of times. On the other hand, it could just be my naturally cheerful and trusting personality! With respect to your pessimism on the .13 conversion, I'm of the opinion AMD's XT and MP lines have the P4 completely covered and that if Intel releases a 2400 AMD will release a 2200+ which will be faster before the paint can dry on the chips. It would be nice to have the .13 and SOI Hammers, etc. but it's not necessary yet. IMO, this Q will see some real volume growth in the XT/MP lines. tgptndr

To: Joe NYC who wrote (70877)	2/7/2002 9:03:50 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: no .13u in Q1, but there would will be an .18u Palomino based XP 2200+ in Q1 The interesting thing here is that AMD will have a sub 15watt, high performance part available next quarter for notebooks. The 20 watt (and higher, and higher) parts being marketed by both AMD and Intel for notebooks are suitable for the 3-spindle desktop replacement units, but not systems expected to be used as... Notebooks. ASPs for low power, high performance CPUs have stayed very high. This market looks to be slipping away from Intel this year, and moving to AMD. What will Dell do? A very significant part of their profits come from these high margin low power / high performance notebooks. They make more money on one high end notebook than 20 "you're getting a Dell" entry level desktops. The fabled Dell win for AMD is looking, if not inevitable, then certainly a lot less unlikely.