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

To: Gary Kao who wrote (76929)	4/10/2002 2:44:00 PM
From: ptanner	Respond to of 275872

Gary, re: CPU graphs Well, I did the whole thing for fun and then decided to share it. I don't see any doom in the graphs - look back to 3Q01 for a dark vision. Sure, the trends are not good but these graphs are of only the DIY market as reflected by PW (so primarily USA) and also lack the depth of offering (#entries) and most important many units are sold. There are also the notebook and to a lesser extent MP markets. I am not trying to say all is great. This analysis was only one view of a portion of the market. WRT the questions. Hm. I will have to review them... (1) Are CPU pricing levels stable? After the T-Bird price collapse AMD has managed to restore two higher pricing categories with the 1900+ and 2000+ releases. However, the P4-2.2 and 2.4 without comparable AMD offerings have reduced these gains. Pricing for the #4 and #5 chips (which may be a lot of the volume - presently 1800+/1700+) was considerably weaker this last quarter. Intel's pricing categories moves have not been as clear to me as they seem to reflect their desire to encourage a transition to the P4 -- and it worked. (2) What are AMD processore discounted from list? Well, the chart is the answer. The current discounts are overstated (as I mentioned previously) as I consider the 2100+ release by tacking a list price category to be solely a paper exercise: it was never reflected in the market. Instead, the market clearly cascaded each chip down to the next price category (see the first chart) which should reflect the mid-April list prices but not the mid-March list prices. (3) the discount between AMD "modelhertz" XPs with "corresponding" megahertz P4 processors Pattern seems to be pretty consistent: held up well at first (solid demand from those awaiting XP?) then drifted to 10-30%. Recent heavier discounts as AMD is behind in Model-MHz values (I don't have any explanation for this). re: PT cruiser? Nope. -PT