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

To: tcmay who wrote (80393)	5/21/2002 12:20:28 PM
From: niceguy767	Respond to of 275872

tcmay: "Free passes to: -- accuse Intel supporters of having been fired from their jobs -- accuse Intel supporters of having posted inside information, illegally -- yammer about "Jew-controled media" -- make insinuations that others have been in jail -- fling insults casually Must be the Jew-controled media and all of these AMD insiders posting inside information." You forgot one item: ---Allowing INTC crackpots to whine incessantly citing vague incidents about how they are mistreated on this thread...Boooohoooo...

To: tcmay who wrote (80393)	5/21/2002 12:34:31 PM
From: wanna_bmw	Respond to of 275872

AMD to slash Athlon ASPs further... ...As they try to compete with Celeron. xbitlabs.com Since Intel Celeron family has been moved to Willamette processor core with the L2 cache reduced to 128KB, Intel managed to increase the clock frequencies of its budget processor quite significantly. In this respect, AMD decided to introduce some changes in its plans concerning the Value market and AMD’s presence there. We have already told you that Appaloosa processor core, which has been initially planned for AMD Duron processors appeared removed from the new version of AMD’s plans. True, Appaloosa wouldn’t have let AMD to outpace Celeron (Willamette-128) as it has no architectural advantages compared with the currently used Morgan core. So, AMD decided to do a simpler thing: they made up their mind to correct the pricing for Athlon XP CPU, which used to be positioned as a performance solution until recently, so that they could be also used in budget systems fitting into sub-$800 category (system block only). As a result, Athlon XP processors on palomino core and then on Thoroughbred core will partially replace Duron in Value systems in Q3-Q4 2002. The low-cost processors on Thoroughbred core will be available throughout the entire year 2003. In other words, Celeron based on Willamette-128 core will have to compete with a new rival: Athlon XP processors. If we compare the companies’ plans concerning the CPU production and pricing strategies, we will be able to come up with the following table, showing how AMD and Intel will position their CPUs in the value market: System cost without monitor $700-$799 $600-$699 <$600 Q2'02 Celeron 1.8 Celeron 1.4 Celeron 1.2 Celeron 1.7 Celeron 1.3 Duron 1.2 Athlon XP 1600+ Duron 1.3 Q3'02 Celeron 1.9 Celeron 1.7 Celeron 1.3 Celeron 1.8 Celeron 1.4 Duron 1.3 Athlon XP 1800+ Athlon XP 1700+ Q4'02 Celeron 1.9 Celeron 1.8 Celeron 1.4 Athlon XP 1900+ Celeron 1.7 Duron 1.4 Athlon XP 1800+ Athlon XP 1700+ As you can see from this table, this quarter Celeron (Willamette-128) 1.7GHz and 1.8GHz will be opposed by Athlon XP 1600+. The same conclusion can be made judging by the retail prices as well, by the way. According to Pricewatch, for instance, Celeron 1.7 is selling for $90, while the price of Athlon XP 1600+ makes less than $80. As for the Celeron on Tualatin core, Duron (Morgan) 1.3GHz is the one to withstand here. Next quarter AMD will oppose its Athlon XP 1800+ to Intel Celeron 1.9GHz. In Q4 2002 AMD’s positions in the budget sector look even better: there will be Athlon 1900+ to compete with Intel Celeron (Willamette-128) 1.9GHz. Also they are going to release a new Duron (Morgan) 1.4GHz in the end of the year. This is how AMD Value processors have suddenly acquired 266MHz bus and 256KB L2 cache. Here we would like to point out that the traditional Duron CPUs will be discontinued completely this year. Duron 1.3GHz will be discontinued in Q3, the production of Duron 1.4GHz will last only until the New Year. However, Athlon XP CPUs 1700+ will be in production until Q1 2003, 1800+ and 1900+ - until Q2 2003, 2000+ - until Q3 2003. As for Athlon XP 2100+ and 2200+ processors , they will stay alive all 2003. Summing up, I would like to mention that thanks to this smart decision to expand the positioning of Athlon XP family into the Value market, AMD got excellent opportunities to strengthen its positions there immensely. The upcoming announcement of 8th generation Hammer CPUs in Q4 2002 will strengthen AMD’s positions in the performance market as well. wbmw