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

To: bacchus_ii who wrote (82706)	6/17/2002 2:26:10 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Part of the reason for a mini-resurgence in AMD at retail is this lack of the new Celerons: digitimes.com Intel speeds up process transfer to solve tight supply of Socket 478 Celeron Charles Chou, Taipei; Christy Lee, DigiTimes.com [Friday 14 June 2002] Intel is expected to solve the current tight supply of new Socket 478-based Celeron processors with the recent release of 1.8 GHz-version products and its plan to manufacture 1.9GHz Celerons on the 0.13-micron process. Following its Pentium 4 processors, the chip giant started promoting the Socket 478-supporting Celeron processors in the second quarter and plans to pair the new processors with 845GL integrated chipsets to target the entry-level sector. Due to limited supply upon launch, a shortage of 1.7GHz Celerons has been reported in the market. Shipments of 845GL chipsets have also been unusually lower than shipments of the P4-oriented 845G. Kelly Wu, country manager of Intel Taiwan, said that the situation is only temporary and is expected to be solved shortly. At present, Intel has no problem in providing sufficient capacity, especially with six of its fabs beginning 0.13-micron production this year. Although the company’s 0.13-micron production capacity continues to rise, Intel is expected to start assigning the process to its Celeron processors at 1.9GHz and above, judging from its transfer progress. Presently, 1.7 and 1.8GHz Socket 478 Celerons use 0.18-micron processing. Seeing the appealing price/performance ratio of the new Celerons, Advanced Micro Devices (AMD) responded by cutting the prices of its Duron processors to below US$100. After its new processors based on the 8th-generation (K8) core hit the market, the company plans to push its higher-end Athlon XP processors down to compete with the Socket 478 Celerons and introduce Barton-core products into the medium-range sector. So AMD had better get lots of TBred volume before Intel gets lots of P4 Celeron volume. I checked pricewatch, and the 1.7G Celeron is selling for just $87 with free shipping (23 vendors total). So I think Intel is getting $70 for them. Effectively, as soon as Intel solves their supply problem for these, the Duron is dead, dead, dead. I hope Jerry isn't holding a million Durons in inventory, hoping to sell them in the next two weeks, because, he'll be lucky to get $30 for them, instead of the $50 he was hoping for. Petz

To: bacchus_ii who wrote (82706)	6/17/2002 2:46:35 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Gottfried, Have been at Cosco yesterday. First time I see AMD product in the last 6 months. I had an interesting experience at Costco couple of months ago. I was in a hurry and just wanted to walk fast by their computer section if they had an Athlon based copumters. The computer section, which started with some P4s and a little further they had Athlon computers. This salesperson was standing where the P4s ended and Athlons started, and he kind of stopped me, and pointed me in direction of P4 computers. I just said ok, and tried to continue walking. He partially blocked my way and kept talking about P4s, a complete jibberish. So I finally said that I wanted to look at the Athlon based computers. Then he went off the tangent saying that the floating point unit of P4 is 8x faster than Athlon, how it had much more advance cache. When he mentioned cache, I became curious if the P4s were Willamettes or Northwinds, so I asked him if these were the latest P4 model, Northwind. And wile he was ansering with another load of crap how P4 cache is on chip and is 10x faster than Athlon, I read on the label that those were Willamettes, not Northwinds, and I turned around and went to look at Athlons. The guy almost tackled me (which in itself was funny, since he was a little guy almost a foot shorter than I). The Athlon computer I looked at was XP, which compares very favorably with Willamette, and the guy was wrong just about everything. So I told him (as politely as I could) that just about everything he told me was wrong, that I had no idea where he get the nonsense that he is saying. I suggested to him to do some reading about the products he was selling, or he should be selling different merchendise, something less complex. Anyway, I can't explain what this guy was all about. I don't shop at Costco normally, and my impression was that they don't really have salespeople. Do they have some salespeople "assisting" their customers in other stores? This guy must have been some kind of zealot (unlikely, because it would assume some knowledge, and more credible sales pitch) or on some kind of bonus schedule from Intel, with some marketing scripts, which he "embelished". Joe