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

To: Dan3 who wrote (80710)	5/25/2002 11:06:25 AM
From: niceguy767	Respond to of 275872

Dan3: "I wonder if AMD made a few million more Athlon XPs this quarter than it's been able to sell, so far - even with its relatively tiny FAB costs. Interesting to compare that to Intel, with its huge FAB expenditures, unable to supply enough parts for anything but the sweet spot of its bin curve." AMD's accelerating pace of recent investments including the UMC joint venture, the Alchemy purchase and the recent AMTC alliance with Infineon and Dupont Photomasking, combined with the Hammer chipset availability, MSFT's Hammer excitement and of course, the MirrorBit debacle, can only lead me to believe, as has been suggested daily by some here, that AMD must be currently wallowing in 13 um defeat and has been utterly crushed by the phenomenal yielding 13 um products flowing out of INTC... Additionally, it would be ludicrously foolhardy to compare the existing "quiet period" at AMD with that in existence around this time 3 years ago when DM turned the Athy product over to the production people who, in turn, produced a microchip with virtually no errata in the space of 6 months... It would also be wholly foolhardy to assume that DM has currently delivered Hammer to production, who in turn, are about to produce a leading edge microchip, once again...After all, there can be no relationship between DM's recent appointment as Sr. V/P and corporate officer and any possibility of Hammer success...DM was obviously possessed by demons when he, at the time of his appointment, was quoted as saying: "I look forward to this new opportunity and am proud to lead the charge as AMD continues to put the customer first and set the standard with our eighth-generation processor family" It's so obvious, given the foregoing, that AMD can't get 13 um going and has fallen flat on its face...that's why AMD is about to launch an 2200+ XP and drop pricesw yet again... How did I miss it...Went right over my head(hehehe)...It's so obvious...The choir's chorus has had it right all along...AMD is now launching a fire sale and the only reason can be that they want to clear out the Athys and shut down the cpu operation because they can't get it right at 13 um, can't get it right atSOI, and can't get it right at Hammer...hehehe...

To: Dan3 who wrote (80710)	5/25/2002 11:30:03 AM
From: Dan3	Respond to of 275872

Pentium III SMP Xeons faster than P4 SMP Xeons Intel messes up on four way systems By Mike Magee, 25/05/2002 08:25:19 BST SOURCES TELL us that Intel has once more made a gaffe in its plans for four way servers and that has caused many PC manufacturers to put their plans on ice until the chip giant fixes everything again. This time PC manufacturers are upset because Pentium 4 Xeons in a four way symmetric multiprocessing (SMP) configuration are thoroughly thrashed by a chip that Intel wants to consign to the microprocessor gulag. The Pentium III Xeon 900MHz with 2MB of cache – the so called Cascades processor – easily thrashes a Pentium 4 in a four way configuration but Intel wants the manufacturers to go with the current Xeon. More at: theinquirer.net