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

To: 5dave22 who wrote (82902)	6/19/2002 11:44:49 AM
From: jjayxxxx	Respond to of 275872

Dave, re: <When they say AMD is not "represented" at the high end, do they mean that the big boxmakers aren't including them?> I think they mean AMD does not have anything to offer in the top 2 or 3 speed grades (2.53GHz, 2.4GHz, and technically 2.26GHz, with 2200+ being AMD's top speed). But it could be some of what you suggest too. Here are the respective pricelist links which show the available speed grades: AMD: amd.com^609,00.html INTC: intel.com JJ

To: 5dave22 who wrote (82902)	6/19/2002 12:33:42 PM
From: heatsinker2	Respond to of 275872

Dave- When they say AMD is not "represented" at the high end, do they mean that the big boxmakers aren't including them? No, the high end referred to the highest-performing PC's. The Athlon 2100/2200 is not perceived as competitive with the 2.4 GHZ P4 from Intel.

To: 5dave22 who wrote (82902)	6/19/2002 4:19:48 PM
From: Petz	Read Replies (1) \| Respond to of 275872

<I don't see how AMD will get back above $10 - $11 max until next year.> It will get above $10-$11 when/if there is a credible (i.e., reasonable volume) intro of Hammer with a reasonable marketing campaign. There is no doubt that it will be perceived as the "creme de la creme" unless 1. It's delayed past 12/02 when >3 GHz P4's are available (30% probability) 2. No marketing campaign by AMD (30% probability) I still believe it will be intro'd at reasonable volume in October. A reasonable question is, "Why would AMD sandbag on Hammer dates?" The answer is that if it was generally assumed that Clawhammer would be introduced in October, the DIY market and even some white box market would dry up totally. Q3 would be worse than Q2 (except for flash, perhaps). With a little hammer sandbagging and more TBred MHz out of Dresden, AMD has a chance for a better Q3 than Q2. AMD has not been sandbagging on Hammer performance. That is to keep the OEM's buying TBreds until it is available. If TBred is the best that AMD can do, OEMs would question AMD's survivability. But for general consumption, AMD in no way wants the world to think that TBreds, let alone 0.18 XP's, will soon be obsolete. I think there is a better than 50-50 chance of an October intro, no matter what I hear in the next 3 months. Petz